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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 | $112,056 | $97,732+14.7% | $83,831+33.7% | $135,380-17.2% |
| Participation rate | 47.6% | 80.0%-32.3pp | 76.1%-28.5pp | 82.6%-35.0pp |
| Annual return | -6.06% | 1287.56%-1293.6pp | 850.99%-857.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $17,430 | $4,222+312.8% | $3,631+380.0% | $4,779+264.7% |
| Participant deferral / active EE | $4,202 | $4,683-10.3% | $4,082+2.9% | $5,609-25.1% |
| Admin fee / account holder | $10,737 | $6,675+60.9% | $5,479+96.0% | $10,828-0.8% |