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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 | $59,625 | $138,076-56.8% | $123,553-51.7% | $135,380-56.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.65% | 153.70%-162.3pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,790 | $6,800-44.3% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $4,805 | $10,917-56.0% | $9,284-48.3% | $10,828-55.6% |