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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 | $60,400 | $138,114-56.3% | $125,391-51.8% | $134,545-55.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.54% | 750.88%-771.4pp | 572.41%-592.9pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $30,000 | $7,801+284.6% | $7,448+302.8% | $6,401+368.7% |
| Admin fee / account holder | $90,179 | $11,570+679.4% | $10,009+801.0% | $11,431+688.9% |