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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 | $131,916 | $72,426+82.1% | $67,560+95.3% | $145,897-9.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 9.69% | 7226.78%-7217.1pp | 3533.50%-3523.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,146 | $3,074-62.7% | $2,737-58.1% | $4,663-75.4% |
| Participant deferral / active EE | $1,146 | $4,785-76.1% | $4,004-71.4% | $6,689-82.9% |
| Admin fee / account holder | $38,589 | $5,514+599.8% | $3,994+866.2% | $13,390+188.2% |