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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 | $235,819 | $133,981+76.0% | $112,249+110.1% | $134,532+75.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -7.33% | 47.16%-54.5pp | 27.48%-34.8pp | 418.27%-425.6pp |
| Employer contribution / active EE | $8,333 | $4,040+106.3% | $3,636+129.2% | $4,741+75.8% |
| Participant deferral / active EE | $6,533 | $5,292+23.5% | $4,729+38.2% | $6,401+2.1% |
| Admin fee / account holder | $36,956 | $7,492+393.3% | $6,412+476.3% | $11,429+223.4% |