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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 | $98,466 | $135,645-27.4% | $110,243-10.7% | $135,380-27.3% |
| Participation rate | 55.0% | 83.5%-28.5pp | 79.8%-24.8pp | 82.6%-27.6pp |
| Annual return | -5.24% | 513.24%-518.5pp | 314.76%-320.0pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,746 | $5,507-32.0% | $4,672-19.8% | $5,609-33.2% |
| Admin fee / account holder | $13,729 | $11,458+19.8% | $8,548+60.6% | $10,828+26.8% |