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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 | $24,678 | $138,068-82.1% | $125,358-80.3% | $134,493-81.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -20.08% | 750.30%-770.4pp | 572.03%-592.1pp | 418.01%-438.1pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,362 | $7,799+97.0% | $7,447+106.3% | $6,400+140.0% |
| Admin fee / account holder | $11,296 | $11,568-2.3% | $10,007+12.9% | $11,425-1.1% |