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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 | $59,717 | $190,879-68.7% | $160,009-62.7% | $134,532-55.6% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -10.86% | 552.63%-563.5pp | 408.85%-419.7pp | 418.27%-429.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,873 | $6,924-58.5% | $6,183-53.5% | $6,401-55.1% |
| Admin fee / account holder | $3,270 | $10,495-68.8% | $8,715-62.5% | $11,429-71.4% |