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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 | $35,483 | $138,075-74.3% | $123,552-71.3% | $135,379-73.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.36% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $10,479 | $5,152+103.4% | $4,628+126.4% | $4,779+119.3% |
| Participant deferral / active EE | $4,783 | $6,800-29.7% | $6,426-25.6% | $5,609-14.7% |
| Admin fee / account holder | $246,583 | $10,917+2158.7% | $9,285+2555.8% | $10,828+2177.3% |