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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 | $23,963 | $99,647-76.0% | $86,439-72.3% | $134,509-82.2% |
| Participation rate | 42.1% | 82.1%-40.0pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -20.40% | 6784.13%-6804.5pp | 4395.55%-4415.9pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,709 | $7,246-62.6% | $6,952-61.0% | $6,400-57.7% |
| Admin fee / account holder | $1,613 | $8,373-80.7% | $6,732-76.0% | $11,427-85.9% |