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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 | $41,271 | $197,819-79.1% | $155,789-73.5% | $125,389-67.1% |
| Participation rate | 53.8% | 82.1%-28.2pp | 76.1%-22.3pp | 83.2%-29.3pp |
| Annual return | -3.48% | 86.73%-90.2pp | 71.54%-75.0pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,127 | $5,631-80.0% | $4,798-76.5% | $5,352-78.9% |
| Admin fee / account holder | $4,458 | $9,544-53.3% | $7,477-40.4% | $9,541-53.3% |