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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 | $55,264 | $99,644-44.5% | $86,438-36.1% | $134,532-58.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -16.46% | 6787.26%-6803.7pp | 4397.19%-4413.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,894 | $7,247-32.5% | $6,952-29.6% | $6,401-23.5% |
| Admin fee / account holder | $5,909 | $8,375-29.4% | $6,733-12.2% | $11,429-48.3% |