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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 | $95,310 | $92,743+2.8% | $82,744+15.2% | $134,532-29.2% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -20.48% | 946.63%-967.1pp | 702.22%-722.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $4,199 | $3,273+28.3% | $3,008+39.6% | $4,741-11.4% |
| Participant deferral / active EE | $5,249 | $4,802+9.3% | $4,395+19.5% | $6,401-18.0% |
| Admin fee / account holder | $19,649 | $5,977+228.7% | $5,325+269.0% | $11,429+71.9% |