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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 | $118,885 | $152,597-22.1% | $117,533+1.2% | $134,532-11.6% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -16.88% | 53.04%-69.9pp | 29.77%-46.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,960 | $4,821-59.3% | $4,072-51.9% | $6,401-69.4% |
| Admin fee / account holder | $655,410 | $7,007+9254.1% | $5,647+11506.5% | $11,429+5634.9% |