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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 | $84,464+91.1% | $61,399+162.9% | $134,509+20.0% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -13.61% | 585.06%-598.7pp | 338.81%-352.4pp | 418.13%-431.7pp |
| Employer contribution / active EE | $684 | $1,545-55.7% | $1,159-41.0% | $4,741-85.6% |
| Participant deferral / active EE | $3,824 | $2,818+35.7% | $2,124+80.0% | $6,400-40.3% |
| Admin fee / account holder | $84,757 | $2,587+3175.7% | $2,131+3877.6% | $11,427+641.7% |