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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 | $46,879 | $138,114-66.1% | $125,391-62.6% | $134,545-65.2% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -13.61% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,545 | $7,801-67.4% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $3,668 | $11,570-68.3% | $10,009-63.4% | $11,431-67.9% |