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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 | $68,139 | $99,668-31.6% | $86,451-21.2% | $134,545-49.4% |
| Participation rate | 42.9% | 82.1%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -20.08% | 6789.61%-6809.7pp | 4398.51%-4418.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,933 | $7,249-45.8% | $6,953-43.4% | $6,401-38.6% |
| Admin fee / account holder | $1,584 | $8,377-81.1% | $6,734-76.5% | $11,431-86.1% |