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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 | $77,354 | $92,766-16.6% | $82,763-6.5% | $134,545-42.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -7.94% | 946.97%-954.9pp | 702.45%-710.4pp | 418.37%-426.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,496 | $4,802+76.9% | $4,395+93.3% | $6,401+32.7% |
| Admin fee / account holder | $15,254 | $5,978+155.2% | $5,325+186.5% | $11,431+33.4% |