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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 | $30,374 | $138,076-78.0% | $123,553-75.4% | $135,380-77.6% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -1.62% | 153.70%-155.3pp | 119.21%-120.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,386 | $6,800-50.2% | $6,426-47.3% | $5,609-39.6% |
| Admin fee / account holder | $2,454 | $10,917-77.5% | $9,284-73.6% | $10,828-77.3% |