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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 | $146,507 | $67,352+117.5% | $60,899+140.6% | $134,509+8.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -13.23% | 49.99%-63.2pp | 16.92%-30.2pp | 418.13%-431.4pp |
| Employer contribution / active EE | $6,000 | $3,098+93.7% | $2,702+122.0% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $56,892 | $4,585+1140.9% | $3,225+1664.1% | $11,427+397.9% |