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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 | $121,675 | $138,078-11.9% | $125,363-2.9% | $134,509-9.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -11.01% | 750.49%-761.5pp | 572.15%-583.2pp | 418.13%-429.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,436 | $7,800-30.3% | $7,447-27.0% | $6,400-15.1% |
| Admin fee / account holder | $4,201 | $11,566-63.7% | $10,005-58.0% | $11,427-63.2% |