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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 | $37,616 | $138,114-72.8% | $125,391-70.0% | $134,545-72.0% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -16.57% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,764 | $7,801+12.3% | $7,448+17.7% | $6,401+36.9% |
| Admin fee / account holder | $10,054 | $11,570-13.1% | $10,009+0.5% | $11,431-12.0% |