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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 | $121,319 | $88,585+37.0% | $69,884+73.6% | $134,532-9.8% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -20.12% | 442.80%-462.9pp | 190.81%-210.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $10,000 | $3,235+209.1% | $2,560+290.6% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,332 | $10,441-87.2% | $6,266-78.7% | $11,429-88.3% |