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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 | $122,110 | $138,114-11.6% | $125,391-2.6% | $134,545-9.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.07% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $3,841 | $5,246-26.8% | $4,816-20.2% | $4,742-19.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,382 | $11,570-88.1% | $10,009-86.2% | $11,431-87.9% |