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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 | $147,665 | $92,766+59.2% | $82,763+78.4% | $134,545+9.8% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -13.30% | 946.97%-960.3pp | 702.45%-715.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,541 | $4,802+119.5% | $4,395+139.8% | $6,401+64.7% |
| Admin fee / account holder | $1,748 | $5,978-70.8% | $5,325-67.2% | $11,431-84.7% |