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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 | $84,349 | $135,639-37.8% | $110,241-23.5% | $135,382-37.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -5.10% | 513.21%-518.3pp | 314.75%-319.9pp | 519.77%-524.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,796 | $5,507-67.4% | $4,672-61.5% | $5,609-68.0% |
| Admin fee / account holder | $11,159 | $11,457-2.6% | $8,548+30.6% | $10,829+3.1% |