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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 | $111,631 | $92,766+20.3% | $82,763+34.9% | $134,545-17.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -10.85% | 946.97%-957.8pp | 702.45%-713.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $1,612 | $3,273-50.7% | $3,008-46.4% | $4,742-66.0% |
| Participant deferral / active EE | $3,674 | $4,802-23.5% | $4,395-16.4% | $6,401-42.6% |
| Admin fee / account holder | $49,381 | $5,978+726.1% | $5,325+827.3% | $11,431+332.0% |