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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 | $114,767 | $138,114-16.9% | $125,391-8.5% | $134,545-14.7% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.1pp | 81.2%-22.9pp |
| Annual return | -11.15% | 750.88%-762.0pp | 572.41%-583.6pp | 418.37%-429.5pp |
| Employer contribution / active EE | $1,076 | $5,246-79.5% | $4,816-77.6% | $4,742-77.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $103,072 | $11,570+790.8% | $10,009+929.8% | $11,431+801.7% |