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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 | $138,296 | $176,077-21.5% | $159,455-13.3% | $167,518-17.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 19.73% | 331.83%-312.1pp | 263.63%-243.9pp | 478.71%-459.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,131 | $7,751-20.9% | $7,353-16.6% | $6,342-3.3% |
| Admin fee / account holder | $25,459 | $12,556+102.8% | $10,800+135.7% | $12,312+106.8% |