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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 | $167,041 | $190,862-12.5% | $159,991+4.4% | $134,509+24.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -15.06% | 552.59%-567.6pp | 408.82%-423.9pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,813 | $4,995-63.7% | $4,225-57.1% | $4,741-61.7% |
| Participant deferral / active EE | $3,152 | $6,924-54.5% | $6,183-49.0% | $6,400-50.7% |
| Admin fee / account holder | $1,414 | $10,495-86.5% | $8,715-83.8% | $11,427-87.6% |