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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 | $204,191 | $138,076+47.9% | $123,553+65.3% | $135,380+50.8% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -8.02% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,067 | $5,152-79.3% | $4,628-77.0% | $4,779-77.7% |
| Participant deferral / active EE | $4,625 | $6,800-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $10,107 | $10,917-7.4% | $9,284+8.9% | $10,828-6.7% |