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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 | $57,755 | $90,617-36.3% | $79,476-27.3% | $135,382-57.3% |
| Participation rate | 55.6% | 76.1%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -3.40% | 977.57%-981.0pp | 718.21%-721.6pp | 519.77%-523.2pp |
| Employer contribution / active EE | $2,711 | $3,068-11.6% | $2,800-3.2% | $4,779-43.3% |
| Participant deferral / active EE | $8,653 | $4,050+113.6% | $3,704+133.6% | $5,609+54.3% |
| Admin fee / account holder | $13,695 | $5,907+131.8% | $5,113+167.8% | $10,829+26.5% |