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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 | $239,312 | $138,072+73.3% | $123,549+93.7% | $135,382+76.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.19% | 153.69%-153.5pp | 119.20%-119.0pp | 519.77%-519.6pp |
| Employer contribution / active EE | $1,800 | $5,152-65.1% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $5,205 | $6,799-23.4% | $6,426-19.0% | $5,609-7.2% |
| Admin fee / account holder | $7,000 | $10,917-35.9% | $9,284-24.6% | $10,829-35.4% |