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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 | $64,477 | $190,879-66.2% | $160,009-59.7% | $134,532-52.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -15.15% | 552.63%-567.8pp | 408.85%-424.0pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,114 | $6,924-26.1% | $6,183-17.3% | $6,401-20.1% |
| Admin fee / account holder | $24,606 | $10,495+134.5% | $8,715+182.3% | $11,429+115.3% |