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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 | $93,246 | $118,869-21.6% | $96,575-3.4% | $167,518-44.3% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.6pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,237 | $4,616-73.2% | $3,849-67.9% | $6,342-80.5% |
| Admin fee / account holder | $15,090 | $8,067+87.0% | $6,182+144.1% | $12,312+22.6% |