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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 | $50,483 | $99,647-49.3% | $86,439-41.6% | $134,493-62.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -18.60% | 6784.13%-6802.7pp | 4395.55%-4414.1pp | 418.01%-436.6pp |
| Employer contribution / active EE | $1,570 | $4,401-64.3% | $3,769-58.3% | $4,740-66.9% |
| Participant deferral / active EE | $13,942 | $7,246+92.4% | $6,952+100.6% | $6,400+117.9% |
| Admin fee / account holder | $29,238 | $8,373+249.2% | $6,732+334.3% | $11,425+155.9% |