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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 | $136,717 | $92,743+47.4% | $82,744+65.2% | $134,532+1.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.08% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,923 | $3,273+19.9% | $3,008+30.4% | $4,741-17.3% |
| Participant deferral / active EE | $7,571 | $4,802+57.7% | $4,395+72.3% | $6,401+18.3% |
| Admin fee / account holder | $1,438 | $5,977-75.9% | $5,325-73.0% | $11,429-87.4% |