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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 | $134,471 | $90,606+48.4% | $79,466+69.2% | $135,379-0.7% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -3.99% | 977.69%-981.7pp | 718.28%-722.3pp | 519.79%-523.8pp |
| Employer contribution / active EE | $6,560 | $3,068+113.9% | $2,800+134.3% | $4,779+37.3% |
| Participant deferral / active EE | $8,600 | $4,050+112.3% | $3,704+132.2% | $5,609+53.3% |
| Admin fee / account holder | $4,801 | $5,895-18.6% | $5,104-5.9% | $10,828-55.7% |