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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 | $115,146 | $180,462-36.2% | $154,111-25.3% | $135,379-14.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -8.79% | 888.17%-897.0pp | 735.18%-744.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,479 | $5,806-57.3% | $5,081-51.2% | $5,609-55.8% |
| Admin fee / account holder | $2,254 | $16,145-86.0% | $13,411-83.2% | $10,828-79.2% |