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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 | $49,094 | $138,102-64.5% | $125,381-60.8% | $134,532-63.5% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -17.23% | 750.73%-768.0pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,576 | $7,801+22.8% | $7,448+28.6% | $6,401+49.6% |
| Admin fee / account holder | $5,663 | $11,568-51.0% | $10,007-43.4% | $11,429-50.4% |