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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 | $27,456 | $138,102-80.1% | $125,381-78.1% | $134,532-79.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.68% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,663 | $7,801+36.7% | $7,448+43.2% | $6,401+66.6% |
| Admin fee / account holder | $3,307 | $11,568-71.4% | $10,007-67.0% | $11,429-71.1% |