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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 | $10,935 | $90,617-87.9% | $79,476-86.2% | $135,382-91.9% |
| Participation rate | 37.5% | 76.1%-38.6pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -7.50% | 977.57%-985.1pp | 718.21%-725.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,967 | $4,050-51.4% | $3,704-46.9% | $5,609-64.9% |
| Admin fee / account holder | $727 | $5,907-87.7% | $5,113-85.8% | $10,829-93.3% |