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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 | $56,405 | $138,078-59.2% | $125,363-55.0% | $134,509-58.1% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -18.45% | 750.49%-768.9pp | 572.15%-590.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,404 | $7,800-56.4% | $7,447-54.3% | $6,400-46.8% |
| Admin fee / account holder | $494 | $11,566-95.7% | $10,005-95.1% | $11,427-95.7% |