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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 | $49,149 | $138,072-64.4% | $123,549-60.2% | $135,382-63.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.09% | 153.69%-154.8pp | 119.20%-120.3pp | 519.77%-520.9pp |
| Employer contribution / active EE | $3,799 | $5,152-26.3% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $5,177 | $6,799-23.9% | $6,426-19.4% | $5,609-7.7% |
| Admin fee / account holder | $98,169 | $10,917+799.3% | $9,284+957.4% | $10,829+806.6% |