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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 | $44,635 | $84,697-47.3% | $73,845-39.6% | $125,393-64.4% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -0.22% | 3123.66%-3123.9pp | 2267.91%-2268.1pp | 282.23%-282.5pp |
| Employer contribution / active EE | $1,551 | $3,123-50.3% | $2,788-44.4% | $4,866-68.1% |
| Participant deferral / active EE | $4,019 | $3,993+0.7% | $3,583+12.2% | $5,351-24.9% |
| Admin fee / account holder | $125,912 | $5,692+2112.2% | $4,881+2479.9% | $9,541+1219.7% |