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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 | $60,183 | $92,743-35.1% | $82,744-27.3% | $134,532-55.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.85% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,306 | $4,802-10.3% | $4,395-2.0% | $6,401-32.7% |
| Admin fee / account holder | $1,082 | $5,977-81.9% | $5,325-79.7% | $11,429-90.5% |