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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 | $124,389 | $106,551+16.7% | $91,225+36.4% | $134,532-7.5% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -19.60% | 160.78%-180.4pp | 114.12%-133.7pp | 418.27%-437.9pp |
| Employer contribution / active EE | $950 | $3,331-71.5% | $2,851-66.7% | $4,741-80.0% |
| Participant deferral / active EE | $6,443 | $4,718+36.5% | $4,233+52.2% | $6,401+0.6% |
| Admin fee / account holder | $1,156 | $6,234-81.5% | $5,422-78.7% | $11,429-89.9% |