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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 | $41,020 | $49,199-16.6% | $121,204-66.2% | $75,173-45.4% |
| Participation rate | 64.1% | 55.4%+8.7pp | 69.5%-5.4pp | 67.2%-3.1pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.18%-987.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,544 | $1,547-0.2% | $4,170-63.0% | $2,671-42.2% |
| Participant deferral / active EE | $2,581 | $2,630-1.9% | $4,083-36.8% | $4,126-37.5% |
| Admin fee / account holder | $1,089 | $3,946-72.4% | $5,651-80.7% | $5,651-80.7% |