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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 | $50,293 | $97,729-48.5% | $83,830-40.0% | $135,379-62.9% |
| Participation rate | 46.7% | 80.0%-33.3pp | 76.1%-29.5pp | 82.6%-36.0pp |
| Annual return | -1.98% | 1287.52%-1289.5pp | 850.97%-853.0pp | 519.79%-521.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,495 | $4,683-68.1% | $4,082-63.4% | $5,609-73.3% |
| Admin fee / account holder | $68,087 | $6,674+920.1% | $5,479+1142.8% | $10,828+528.8% |