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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 | $18,476 | $138,102-86.6% | $125,381-85.3% | $134,532-86.3% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -14.65% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,817 | $7,801-25.4% | $7,448-21.9% | $6,401-9.1% |
| Admin fee / account holder | $14,559 | $11,568+25.9% | $10,007+45.5% | $11,429+27.4% |