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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 | $49,668 | $138,114-64.0% | $125,391-60.4% | $134,545-63.1% |
| Participation rate | 7.1% | 84.5%-77.4pp | 82.4%-75.2pp | 81.2%-74.1pp |
| Annual return | -18.93% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $356 | $11,570-96.9% | $10,009-96.4% | $11,431-96.9% |