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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 | $39,850 | $138,076-71.1% | $123,553-67.7% | $135,380-70.6% |
| Participation rate | 13.6% | 84.7%-71.1pp | 82.3%-68.7pp | 82.6%-69.0pp |
| Annual return | -6.19% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,024 | $5,152-60.7% | $4,628-56.3% | $4,779-57.6% |
| Participant deferral / active EE | $3,050 | $6,800-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $219,893 | $10,917+1914.3% | $9,284+2268.4% | $10,828+1930.8% |