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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 | $38,670 | $138,102-72.0% | $125,381-69.2% | $134,532-71.3% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -20.15% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,942 | $7,801+27.4% | $7,448+33.5% | $6,401+55.3% |
| Admin fee / account holder | $1,210 | $11,568-89.5% | $10,007-87.9% | $11,429-89.4% |