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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 | $190,297 | $138,078+37.8% | $125,363+51.8% | $134,509+41.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.47% | 750.49%-770.0pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,633 | $5,245-68.9% | $4,815-66.1% | $4,741-65.5% |
| Participant deferral / active EE | $5,976 | $7,800-23.4% | $7,447-19.8% | $6,400-6.6% |
| Admin fee / account holder | $61,148 | $11,566+428.7% | $10,005+511.2% | $11,427+435.1% |