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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 | $49,531 | $138,078-64.1% | $125,363-60.5% | $134,509-63.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.91% | 750.49%-769.4pp | 572.15%-591.1pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,500 | $7,800+21.8% | $7,447+27.6% | $6,400+48.4% |
| Admin fee / account holder | $613 | $11,566-94.7% | $10,005-93.9% | $11,427-94.6% |