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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 | $131,937 | $92,766+42.2% | $82,763+59.4% | $134,545-1.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -17.09% | 946.97%-964.1pp | 702.45%-719.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,945 | $3,273-40.6% | $3,008-35.4% | $4,742-59.0% |
| Participant deferral / active EE | $1,424 | $4,802-70.3% | $4,395-67.6% | $6,401-77.7% |
| Admin fee / account holder | $873 | $5,978-85.4% | $5,325-83.6% | $11,431-92.4% |