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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 | $85,757 | $92,743-7.5% | $82,744+3.6% | $134,532-36.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.63% | 946.63%-966.3pp | 702.22%-721.8pp | 418.27%-437.9pp |
| Employer contribution / active EE | $9,933 | $3,273+203.5% | $3,008+230.2% | $4,741+109.5% |
| Participant deferral / active EE | $10,507 | $4,802+118.8% | $4,395+139.1% | $6,401+64.2% |
| Admin fee / account holder | $42,323 | $5,977+608.1% | $5,325+694.8% | $11,429+270.3% |