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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 | $111,863 | $90,617+23.4% | $79,476+40.8% | $135,382-17.4% |
| Participation rate | 62.5% | 76.1%-13.6pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -8.87% | 977.57%-986.4pp | 718.21%-727.1pp | 519.77%-528.6pp |
| Employer contribution / active EE | $2,533 | $3,068-17.4% | $2,800-9.6% | $4,779-47.0% |
| Participant deferral / active EE | $7,106 | $4,050+75.4% | $3,704+91.9% | $5,609+26.7% |
| Admin fee / account holder | $7,189 | $5,907+21.7% | $5,113+40.6% | $10,829-33.6% |