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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 | $120,265 | $135,645-11.3% | $110,243+9.1% | $135,380-11.2% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.8%-18.3pp | 82.6%-21.1pp |
| Annual return | -6.17% | 513.24%-519.4pp | 314.76%-320.9pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,998 | $5,507+27.1% | $4,672+49.8% | $5,609+24.8% |
| Admin fee / account holder | $1,029 | $11,458-91.0% | $8,548-88.0% | $10,828-90.5% |