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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 | $131,989 | $88,585+49.0% | $69,884+88.9% | $134,532-1.9% |
| Participation rate | 25.0% | 74.9%-49.9pp | 70.5%-45.5pp | 81.2%-56.2pp |
| Annual return | -19.01% | 442.80%-461.8pp | 190.81%-209.8pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,563 | $4,770-67.2% | $3,848-59.4% | $6,401-75.6% |
| Admin fee / account holder | $488 | $10,441-95.3% | $6,266-92.2% | $11,429-95.7% |