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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 | $119,443 | $166,268-28.2% | $165,100-27.7% | $145,897-18.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,047 | $5,284-61.3% | $4,348-52.9% | $4,663-56.1% |
| Participant deferral / active EE | $12,394 | $6,964+78.0% | $6,035+105.4% | $6,689+85.3% |
| Admin fee / account holder | $975 | $16,659-94.1% | $12,696-92.3% | $13,390-92.7% |