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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 | $118,579 | $138,072-14.1% | $123,549-4.0% | $135,382-12.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.99% | 153.69%-161.7pp | 119.20%-127.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,295 | $6,799-22.1% | $6,426-17.6% | $5,609-5.6% |
| Admin fee / account holder | $1,129 | $10,917-89.7% | $9,284-87.8% | $10,829-89.6% |