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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 | $58,393 | $84,685-31.0% | $73,836-20.9% | $125,389-53.4% |
| Participation rate | 40.9% | 76.8%-35.9pp | 73.4%-32.5pp | 83.2%-42.3pp |
| Annual return | -0.56% | 3123.80%-3124.4pp | 2268.06%-2268.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,586 | $3,993-60.3% | $3,583-55.7% | $5,352-70.4% |
| Admin fee / account holder | $2,273 | $5,694-60.1% | $4,882-53.4% | $9,541-76.2% |