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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 | $43,423 | $138,102-68.6% | $125,381-65.4% | $134,532-67.7% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-54.0pp |
| Annual return | -17.64% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,171 | $7,801-59.4% | $7,448-57.4% | $6,401-50.5% |
| Admin fee / account holder | $25,201 | $11,568+117.8% | $10,007+151.8% | $11,429+120.5% |