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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 | $122,556 | $90,607+35.3% | $79,467+54.2% | $135,380-9.5% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 82.6%-21.5pp |
| Annual return | -4.89% | 977.74%-982.6pp | 718.30%-723.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,448 | $4,050+9.8% | $3,704+20.1% | $5,609-20.7% |
| Admin fee / account holder | $49,320 | $5,895+736.6% | $5,104+866.3% | $10,828+355.5% |