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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 | $72,659 | $138,114-47.4% | $125,391-42.1% | $134,545-46.0% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -20.45% | 750.88%-771.3pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,883 | $7,801-63.0% | $7,448-61.3% | $6,401-55.0% |
| Admin fee / account holder | $1,434 | $11,570-87.6% | $10,009-85.7% | $11,431-87.5% |