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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 | $91,872 | $138,076-33.5% | $123,553-25.6% | $135,380-32.1% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -6.79% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,922 | $6,800+16.5% | $6,426+23.3% | $5,609+41.2% |
| Admin fee / account holder | $1,212 | $10,917-88.9% | $9,284-86.9% | $10,828-88.8% |