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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 | $108,737 | $138,075-21.2% | $123,552-12.0% | $135,379-19.7% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.6pp |
| Annual return | -8.70% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,963 | $6,800+17.1% | $6,426+23.9% | $5,609+42.0% |
| Admin fee / account holder | $2,853 | $10,917-73.9% | $9,285-69.3% | $10,828-73.6% |