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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 | $40,386 | $97,732-58.7% | $83,831-51.8% | $135,380-70.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -7.94% | 1287.56%-1295.5pp | 850.99%-858.9pp | 519.81%-527.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,558 | $4,683-66.7% | $4,082-61.8% | $5,609-72.2% |
| Admin fee / account holder | $7,413 | $6,675+11.1% | $5,479+35.3% | $10,828-31.5% |