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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 | $86,332 | $97,729-11.7% | $83,830+3.0% | $135,379-36.2% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -2.57% | 1287.52%-1290.1pp | 850.97%-853.5pp | 519.79%-522.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,743 | $4,683+22.7% | $4,082+40.7% | $5,609+2.4% |
| Admin fee / account holder | $30,137 | $6,674+351.5% | $5,479+450.1% | $10,828+178.3% |