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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 | $113,910 | $138,076-17.5% | $123,553-7.8% | $135,380-15.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,709 | $5,152-66.8% | $4,628-63.1% | $4,779-64.2% |
| Participant deferral / active EE | $4,885 | $6,800-28.2% | $6,426-24.0% | $5,609-12.9% |
| Admin fee / account holder | $848 | $10,917-92.2% | $9,284-90.9% | $10,828-92.2% |