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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 | $41,379 | $138,078-70.0% | $125,363-67.0% | $134,509-69.2% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -18.81% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-436.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,750 | $7,800-39.1% | $7,447-36.2% | $6,400-25.8% |
| Admin fee / account holder | $15,885 | $11,566+37.3% | $10,005+58.8% | $11,427+39.0% |