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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 | $76,588 | $97,729-21.6% | $83,830-8.6% | $135,379-43.4% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -8.52% | 1287.52%-1296.0pp | 850.97%-859.5pp | 519.79%-528.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,603 | $4,683-1.7% | $4,082+12.8% | $5,609-17.9% |
| Admin fee / account holder | $11,031 | $6,674+65.3% | $5,479+101.3% | $10,828+1.9% |