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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 | $83,592 | $138,076-39.5% | $123,553-32.3% | $135,380-38.3% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -7.05% | 153.70%-160.7pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,500 | $6,800-33.8% | $6,426-30.0% | $5,609-19.8% |
| Admin fee / account holder | $21,974 | $10,917+101.3% | $9,284+136.7% | $10,828+102.9% |