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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 | $74,914 | $138,072-45.7% | $123,549-39.4% | $135,382-44.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.47% | 153.69%-161.2pp | 119.20%-126.7pp | 519.77%-527.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,517 | $6,799+10.6% | $6,426+17.0% | $5,609+34.0% |
| Admin fee / account holder | $4,228 | $10,917-61.3% | $9,284-54.5% | $10,829-61.0% |