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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 | $84,198 | $92,766-9.2% | $82,763+1.7% | $134,545-37.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.59% | 946.97%-961.6pp | 702.45%-717.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $4,214 | $3,273+28.7% | $3,008+40.1% | $4,742-11.1% |
| Participant deferral / active EE | $4,544 | $4,802-5.4% | $4,395+3.4% | $6,401-29.0% |
| Admin fee / account holder | $3,748 | $5,978-37.3% | $5,325-29.6% | $11,431-67.2% |