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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 | $93,927 | $180,462-48.0% | $154,111-39.1% | $135,379-30.6% |
| Participation rate | 47.4% | 87.4%-40.1pp | 83.0%-35.7pp | 82.6%-35.3pp |
| Annual return | -3.82% | 888.17%-892.0pp | 735.18%-739.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,158 | $6,036-47.7% | $5,298-40.4% | $4,779-33.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $664 | $16,145-95.9% | $13,411-95.0% | $10,828-93.9% |