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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 | $70,983 | $104,106-31.8% | $71,086-0.1% | $135,379-47.6% |
| Participation rate | 23.5% | 65.7%-42.1pp | 54.7%-31.1pp | 82.6%-59.1pp |
| Annual return | -11.67% | 1256.30%-1268.0pp | 650.59%-662.3pp | 519.79%-531.5pp |
| Employer contribution / active EE | $3,023 | $1,485+103.6% | $1,088+177.9% | $4,779-36.7% |
| Participant deferral / active EE | $2,939 | $2,527+16.3% | $1,874+56.8% | $5,609-47.6% |
| Admin fee / account holder | $3,175 | $4,142-23.3% | $3,082+3.0% | $10,828-70.7% |