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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 | $113,472 | $90,617+25.2% | $79,476+42.8% | $135,382-16.2% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -3.55% | 977.57%-981.1pp | 718.21%-721.8pp | 519.77%-523.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,675 | $4,050-34.0% | $3,704-27.8% | $5,609-52.3% |
| Admin fee / account holder | $11,739 | $5,907+98.7% | $5,113+129.6% | $10,829+8.4% |