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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 | $241,618 | $138,076+75.0% | $123,553+95.6% | $135,380+78.5% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -3.74% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $960 | $5,152-81.4% | $4,628-79.3% | $4,779-79.9% |
| Participant deferral / active EE | $4,850 | $6,800-28.7% | $6,426-24.5% | $5,609-13.5% |
| Admin fee / account holder | $2,614 | $10,917-76.1% | $9,284-71.9% | $10,828-75.9% |