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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 | $66,421 | $180,459-63.2% | $154,108-56.9% | $135,380-50.9% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | -5.15% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,680 | $6,035-72.2% | $5,298-68.3% | $4,779-64.8% |
| Participant deferral / active EE | $4,289 | $5,806-26.1% | $5,081-15.6% | $5,609-23.5% |
| Admin fee / account holder | $30,431 | $16,145+88.5% | $13,411+126.9% | $10,828+181.0% |