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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 | $109,594 | $138,102-20.6% | $125,381-12.6% | $134,532-18.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -10.31% | 750.73%-761.0pp | 572.31%-582.6pp | 418.27%-428.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,110 | $7,801+119.3% | $7,448+129.7% | $6,401+167.3% |
| Admin fee / account holder | $163,679 | $11,568+1314.9% | $10,007+1535.6% | $11,429+1332.2% |