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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 | $36,512 | $67,372-45.8% | $60,906-40.1% | $134,532-72.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -16.05% | 50.05%-66.1pp | 16.94%-33.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,593 | $4,532-20.7% | $3,814-5.8% | $6,401-43.9% |
| Admin fee / account holder | $843 | $4,588-81.6% | $3,227-73.9% | $11,429-92.6% |