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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 | $90,849 | $92,684-2.0% | $82,706+9.8% | $134,509-32.5% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.70% | 945.84%-963.5pp | 701.76%-719.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,714 | $4,800+19.0% | $4,394+30.1% | $6,400-10.7% |
| Admin fee / account holder | $304 | $5,982-94.9% | $5,329-94.3% | $11,427-97.3% |