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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 | $124,185 | $90,607+37.1% | $79,467+56.3% | $135,380-8.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.46% | 977.74%-987.2pp | 718.30%-727.8pp | 519.81%-529.3pp |
| Employer contribution / active EE | $12,505 | $3,068+307.6% | $2,800+346.5% | $4,779+161.7% |
| Participant deferral / active EE | $11,203 | $4,050+176.6% | $3,704+202.5% | $5,609+99.7% |
| Admin fee / account holder | $122,675 | $5,895+1981.0% | $5,104+2303.4% | $10,828+1032.9% |