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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 | $207,008 | $97,732+111.8% | $83,831+146.9% | $135,380+52.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -8.39% | 1287.56%-1295.9pp | 850.99%-859.4pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,275 | $4,222-69.8% | $3,631-64.9% | $4,779-73.3% |
| Participant deferral / active EE | $6,610 | $4,683+41.2% | $4,082+61.9% | $5,609+17.8% |
| Admin fee / account holder | $2,528 | $6,675-62.1% | $5,479-53.9% | $10,828-76.6% |