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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 | $94,954 | $135,645-30.0% | $110,243-13.9% | $135,380-29.9% |
| Participation rate | 38.1% | 83.5%-45.4pp | 79.8%-41.7pp | 82.6%-44.5pp |
| Annual return | -6.47% | 513.24%-519.7pp | 314.76%-321.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,669 | $5,507-69.7% | $4,672-64.3% | $5,609-70.2% |
| Admin fee / account holder | $14,524 | $11,458+26.8% | $8,548+69.9% | $10,828+34.1% |