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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 | $72,460 | $152,591-52.5% | $117,529-38.3% | $134,545-46.1% |
| Participation rate | 17.4% | 77.1%-59.7pp | 70.6%-53.2pp | 81.2%-63.8pp |
| Annual return | -4.44% | 53.04%-57.5pp | 29.77%-34.2pp | 418.37%-422.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,615 | $4,821-66.5% | $4,072-60.3% | $6,401-74.8% |
| Admin fee / account holder | $22,680 | $7,004+223.8% | $5,645+301.8% | $11,431+98.4% |