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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 | $79,185 | $150,447-47.4% | $136,298-41.9% | $147,586-46.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,380 | $5,256-54.7% | $4,696-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $3,683 | $6,631-44.5% | $6,247-41.0% | $5,439-32.3% |
| Admin fee / account holder | $351 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |