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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,230 | $92,766-51.2% | $82,763-45.3% | $134,545-66.4% |
| Participation rate | 45.8% | 75.2%-29.4pp | 72.6%-26.7pp | 81.2%-35.4pp |
| Annual return | -17.63% | 946.97%-964.6pp | 702.45%-720.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,452 | $4,802-48.9% | $4,395-44.2% | $6,401-61.7% |
| Admin fee / account holder | $1,146 | $5,978-80.8% | $5,325-78.5% | $11,431-90.0% |