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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 | $162,569 | $99,668+63.1% | $86,451+88.0% | $134,545+20.8% |
| Participation rate | 13.3% | 82.1%-68.7pp | 80.3%-67.0pp | 81.2%-67.9pp |
| Annual return | -17.55% | 6789.61%-6807.2pp | 4398.51%-4416.1pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,998 | $7,249-44.8% | $6,953-42.5% | $6,401-37.5% |
| Admin fee / account holder | $15,840 | $8,377+89.1% | $6,734+135.2% | $11,431+38.6% |