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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 | $31,803 | $138,102-77.0% | $125,381-74.6% | $134,532-76.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -7.87% | 750.73%-758.6pp | 572.31%-580.2pp | 418.27%-426.1pp |
| Employer contribution / active EE | $4,224 | $5,245-19.5% | $4,815-12.3% | $4,741-10.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $149,804 | $11,568+1195.0% | $10,007+1397.0% | $11,429+1210.8% |