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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 | $167,591 | $92,743+80.7% | $82,744+102.5% | $134,532+24.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.73% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,433 | $3,273+4.9% | $3,008+14.1% | $4,741-27.6% |
| Participant deferral / active EE | $7,900 | $4,802+64.5% | $4,395+79.8% | $6,401+23.4% |
| Admin fee / account holder | $14,564 | $5,977+143.7% | $5,325+173.5% | $11,429+27.4% |