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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 | $70,222 | $97,732-28.1% | $83,831-16.2% | $135,380-48.1% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -0.90% | 1287.56%-1288.5pp | 850.99%-851.9pp | 519.81%-520.7pp |
| Employer contribution / active EE | $1,818 | $4,222-56.9% | $3,631-49.9% | $4,779-62.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,189 | $6,675-22.3% | $5,479-5.3% | $10,828-52.1% |