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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 | $73,012 | $99,644-26.7% | $86,438-15.5% | $134,532-45.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.63% | 6787.26%-6805.9pp | 4397.19%-4415.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,484 | $4,402-43.6% | $3,769-34.1% | $4,741-47.6% |
| Participant deferral / active EE | $10,250 | $7,247+41.4% | $6,952+47.4% | $6,401+60.1% |
| Admin fee / account holder | $569 | $8,375-93.2% | $6,733-91.5% | $11,429-95.0% |