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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 | $51,681 | $160,059-67.7% | $140,019-63.1% | $135,380-61.8% |
| Participation rate | 36.4% | 88.5%-52.2pp | 87.5%-51.1pp | 82.6%-46.3pp |
| Annual return | -7.45% | 911.48%-918.9pp | 651.17%-658.6pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,385 | $7,641-42.6% | $6,927-36.7% | $5,609-21.8% |
| Admin fee / account holder | $12,741 | $13,328-4.4% | $10,705+19.0% | $10,828+17.7% |