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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 | $59,579 | $138,068-56.8% | $125,358-52.5% | $134,493-55.7% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -9.35% | 750.30%-759.7pp | 572.03%-581.4pp | 418.01%-427.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,581 | $7,799-15.6% | $7,447-11.6% | $6,400+2.8% |
| Admin fee / account holder | $407 | $11,568-96.5% | $10,007-95.9% | $11,425-96.4% |