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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 | $89,555 | $99,668-10.1% | $86,451+3.6% | $134,545-33.4% |
| Participation rate | 45.0% | 82.1%-37.1pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -15.61% | 6789.61%-6805.2pp | 4398.51%-4414.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,615 | $7,249+18.8% | $6,953+23.9% | $6,401+34.6% |
| Admin fee / account holder | $10,158 | $8,377+21.3% | $6,734+50.8% | $11,431-11.1% |