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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 | $72,446+82.1% | $67,561+95.3% | $145,877-9.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 9.69% | 7211.98%-7202.3pp | 3525.44%-3515.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,146 | $3,072-62.7% | $2,735-58.1% | $4,663-75.4% |
| Participant deferral / active EE | $1,146 | $4,785-76.1% | $4,003-71.4% | $6,691-82.9% |
| Admin fee / account holder | $38,589 | $5,541+596.4% | $4,006+863.4% | $13,402+187.9% |