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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 | $61,414 | $97,732-37.2% | $83,831-26.7% | $135,380-54.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -8.43% | 1287.56%-1296.0pp | 850.99%-859.4pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,025 | $4,683+7.3% | $4,082+23.1% | $5,609-10.4% |
| Admin fee / account holder | $7,270 | $6,675+8.9% | $5,479+32.7% | $10,828-32.9% |