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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 | $51,279 | $138,114-62.9% | $125,391-59.1% | $134,545-61.9% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -16.53% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,194 | $7,801-20.6% | $7,448-16.8% | $6,401-3.2% |
| Admin fee / account holder | $8,972 | $11,570-22.5% | $10,009-10.4% | $11,431-21.5% |