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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 | $200,178 | $92,743+115.8% | $82,744+141.9% | $134,532+48.8% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -12.82% | 946.63%-959.4pp | 702.22%-715.0pp | 418.27%-431.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,551 | $4,802-5.2% | $4,395+3.6% | $6,401-28.9% |
| Admin fee / account holder | $2,496 | $5,977-58.2% | $5,325-53.1% | $11,429-78.2% |