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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 | $71,608 | $99,668-28.2% | $86,451-17.2% | $134,545-46.8% |
| Participation rate | 42.9% | 82.1%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -17.41% | 6789.61%-6807.0pp | 4398.51%-4415.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,575 | $7,249-9.3% | $6,953-5.4% | $6,401+2.7% |
| Admin fee / account holder | $2,958 | $8,377-64.7% | $6,734-56.1% | $11,431-74.1% |