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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 | $110,307 | $92,743+18.9% | $82,744+33.3% | $134,532-18.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.24% | 946.63%-965.9pp | 702.22%-721.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,427 | $3,273-56.4% | $3,008-52.6% | $4,741-69.9% |
| Participant deferral / active EE | $1,798 | $4,802-62.6% | $4,395-59.1% | $6,401-71.9% |
| Admin fee / account holder | $2,998 | $5,977-49.8% | $5,325-43.7% | $11,429-73.8% |