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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 | $48,858 | $138,075-64.6% | $123,552-60.5% | $135,379-63.9% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -3.31% | 153.70%-157.0pp | 119.20%-122.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,588 | $6,800-47.2% | $6,426-44.2% | $5,609-36.0% |
| Admin fee / account holder | $3,733 | $10,917-65.8% | $9,285-59.8% | $10,828-65.5% |