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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 | $39,924 | $138,070-71.1% | $123,549-67.7% | $135,377-70.5% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | -6.90% | 153.69%-160.6pp | 119.20%-126.1pp | 519.75%-526.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,544 | $6,799-62.6% | $6,426-60.4% | $5,609-54.6% |
| Admin fee / account holder | $1,638 | $10,916-85.0% | $9,284-82.4% | $10,828-84.9% |