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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 | $71,144 | $91,537-22.3% | $130,045-45.3% | $75,173-5.4% |
| Participation rate | 19.4% | 71.5%-52.0pp | 78.5%-59.1pp | 67.2%-47.8pp |
| Annual return | 180.82% | -631.55%+812.4pp | -137.30%+318.1pp | 160.72%+20.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,055 | $4,343-52.7% | $5,820-64.7% | $4,126-50.2% |
| Admin fee / account holder | $1,668 | $6,780-75.4% | $10,600-84.3% | $5,651-70.5% |