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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 | $90,607+23.5% | $79,467+40.8% | $135,380-17.4% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -8.87% | 977.74%-986.6pp | 718.30%-727.2pp | 519.81%-528.7pp |
| 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 | $5,895+22.0% | $5,104+40.9% | $10,828-33.6% |