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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 | $99,668-49.3% | $86,451-41.6% | $134,545-62.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -18.60% | 6789.61%-6808.2pp | 4398.51%-4417.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,570 | $4,403-64.3% | $3,770-58.3% | $4,742-66.9% |
| Participant deferral / active EE | $13,942 | $7,249+92.3% | $6,953+100.5% | $6,401+117.8% |
| Admin fee / account holder | $29,238 | $8,377+249.0% | $6,734+334.2% | $11,431+155.8% |