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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 | $94,748 | $92,766+2.1% | $82,763+14.5% | $134,545-29.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.56% | 946.97%-965.5pp | 702.45%-721.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,701 | $4,802-2.1% | $4,395+7.0% | $6,401-26.6% |
| Admin fee / account holder | $3,903 | $5,978-34.7% | $5,325-26.7% | $11,431-65.9% |