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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 | $31,069 | $138,068-77.5% | $125,358-75.2% | $134,493-76.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -12.50% | 750.30%-762.8pp | 572.03%-584.5pp | 418.01%-430.5pp |
| Employer contribution / active EE | $2,643 | $5,244-49.6% | $4,814-45.1% | $4,740-44.3% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $399 | $11,568-96.6% | $10,007-96.0% | $11,425-96.5% |