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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 | $68,457 | $138,072-50.4% | $123,549-44.6% | $135,382-49.4% |
| Participation rate | 13.6% | 84.7%-71.1pp | 82.3%-68.7pp | 82.6%-69.0pp |
| Annual return | 1.59% | 153.69%-152.1pp | 119.20%-117.6pp | 519.77%-518.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,708 | $6,799-45.5% | $6,426-42.3% | $5,609-33.9% |
| Admin fee / account holder | $365,562 | $10,917+3248.7% | $9,284+3837.4% | $10,829+3275.9% |