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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 | $92,171 | $138,072-33.2% | $123,549-25.4% | $135,382-31.9% |
| Participation rate | 38.9% | 84.7%-45.8pp | 82.3%-43.4pp | 82.6%-43.8pp |
| Annual return | -7.12% | 153.69%-160.8pp | 119.20%-126.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,358 | $6,799-50.6% | $6,426-47.7% | $5,609-40.1% |
| Admin fee / account holder | $537 | $10,917-95.1% | $9,284-94.2% | $10,829-95.0% |