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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 | $76,726 | $90,607-15.3% | $79,467-3.4% | $135,380-43.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -1.86% | 977.74%-979.6pp | 718.30%-720.2pp | 519.81%-521.7pp |
| Employer contribution / active EE | $3,283 | $3,068+7.0% | $2,800+17.2% | $4,779-31.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,004 | $5,895-32.1% | $5,104-21.6% | $10,828-63.0% |