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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 | $112,602 | $82,630+36.3% | $64,105+75.7% | $125,389-10.2% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -1.56% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,949 | $2,671+10.4% | $1,820+62.0% | $4,866-39.4% |
| Participant deferral / active EE | $5,791 | $3,608+60.5% | $2,822+105.2% | $5,352+8.2% |
| Admin fee / account holder | $1,014 | $6,382-84.1% | $4,499-77.5% | $9,541-89.4% |