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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 | $52,365 | $97,732-46.4% | $83,831-37.5% | $135,380-61.3% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | -9.62% | 1287.56%-1297.2pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,312 | $4,683+13.4% | $4,082+30.1% | $5,609-5.3% |
| Admin fee / account holder | $697 | $6,675-89.6% | $5,479-87.3% | $10,828-93.6% |