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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 | $42,709 | $135,645-68.5% | $110,243-61.3% | $135,379-68.5% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.8%-25.7pp | 82.6%-28.5pp |
| Annual return | -5.34% | 513.24%-518.6pp | 314.76%-320.1pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,850 | $5,507-48.2% | $4,672-39.0% | $5,609-49.2% |
| Admin fee / account holder | $34,226 | $11,458+198.7% | $8,548+300.4% | $10,828+216.1% |