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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 | $83,094 | $92,766-10.4% | $82,763+0.4% | $134,545-38.2% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -18.91% | 946.97%-965.9pp | 702.45%-721.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,518 | $4,802-47.6% | $4,395-42.7% | $6,401-60.7% |
| Admin fee / account holder | $79,029 | $5,978+1222.1% | $5,325+1384.1% | $11,431+591.4% |