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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 | $66,158 | $180,462-63.3% | $154,111-57.1% | $135,379-51.1% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -6.29% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,583 | $6,036-57.2% | $5,298-51.2% | $4,779-45.9% |
| Participant deferral / active EE | $4,079 | $5,806-29.8% | $5,081-19.7% | $5,609-27.3% |
| Admin fee / account holder | $595 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |