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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 | $84,632 | $190,879-55.7% | $160,009-47.1% | $134,532-37.1% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.0%-25.8pp | 81.2%-29.1pp |
| Annual return | -15.40% | 552.63%-568.0pp | 408.85%-424.2pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,011 | $6,924-42.1% | $6,183-35.1% | $6,401-37.3% |
| Admin fee / account holder | $1,115 | $10,495-89.4% | $8,715-87.2% | $11,429-90.2% |