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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 | $238,708 | $84,464+182.6% | $61,399+288.8% | $134,509+77.5% |
| Participation rate | 8.7% | 62.2%-53.5pp | 52.6%-43.9pp | 81.2%-72.5pp |
| Annual return | -18.46% | 585.06%-603.5pp | 338.81%-357.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $270 | $1,545-82.5% | $1,159-76.7% | $4,741-94.3% |
| Participant deferral / active EE | $1,783 | $2,818-36.7% | $2,124-16.1% | $6,400-72.1% |
| Admin fee / account holder | $2,219 | $2,587-14.3% | $2,131+4.1% | $11,427-80.6% |