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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 | $50,032 | $97,729-48.8% | $83,830-40.3% | $135,379-63.0% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -5.53% | 1287.52%-1293.1pp | 850.97%-856.5pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,172 | $4,683-53.6% | $4,082-46.8% | $5,609-61.3% |
| Admin fee / account holder | $7,677 | $6,674+15.0% | $5,479+40.1% | $10,828-29.1% |