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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 | $84,296 | $99,644-15.4% | $86,438-2.5% | $134,532-37.3% |
| Participation rate | 36.8% | 82.1%-45.2pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -18.42% | 6787.26%-6805.7pp | 4397.19%-4415.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,254 | $4,402-71.5% | $3,769-66.7% | $4,741-73.6% |
| Participant deferral / active EE | $5,219 | $7,247-28.0% | $6,952-24.9% | $6,401-18.5% |
| Admin fee / account holder | $10,245 | $8,375+22.3% | $6,733+52.2% | $11,429-10.4% |