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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 | $89,552 | $135,645-34.0% | $110,243-18.8% | $135,379-33.9% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.8%-26.0pp | 82.6%-28.8pp |
| Annual return | -1.85% | 513.24%-515.1pp | 314.76%-316.6pp | 519.79%-521.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,813 | $5,507-48.9% | $4,672-39.8% | $5,609-49.9% |
| Admin fee / account holder | $90,370 | $11,458+688.7% | $8,548+957.2% | $10,828+734.6% |