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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 | $161,411 | $84,628+90.7% | $61,501+162.5% | $134,545+20.0% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -13.61% | 585.61%-599.2pp | 339.04%-352.7pp | 418.37%-432.0pp |
| Employer contribution / active EE | $684 | $1,545-55.7% | $1,160-41.0% | $4,742-85.6% |
| Participant deferral / active EE | $3,824 | $2,819+35.7% | $2,125+80.0% | $6,401-40.3% |
| Admin fee / account holder | $84,757 | $2,587+3175.6% | $2,132+3876.2% | $11,431+641.5% |