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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 | $53,399 | $138,114-61.3% | $125,391-57.4% | $134,545-60.3% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -9.24% | 750.88%-760.1pp | 572.41%-581.7pp | 418.37%-427.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,097 | $7,801-47.5% | $7,448-45.0% | $6,401-36.0% |
| Admin fee / account holder | $36,814 | $11,570+218.2% | $10,009+267.8% | $11,431+222.1% |