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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 | $48,290 | $138,072-65.0% | $123,549-60.9% | $135,382-64.3% |
| Participation rate | 47.4% | 84.7%-37.4pp | 82.3%-34.9pp | 82.6%-35.3pp |
| Annual return | -9.06% | 153.69%-162.8pp | 119.20%-128.3pp | 519.77%-528.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,330 | $6,799-36.3% | $6,426-32.6% | $5,609-22.8% |
| Admin fee / account holder | $500 | $10,917-95.4% | $9,284-94.6% | $10,829-95.4% |