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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 | $148,567 | $84,694+75.4% | $73,843+101.2% | $125,392+18.5% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -1.69% | 3123.66%-3125.4pp | 2267.91%-2269.6pp | 282.23%-283.9pp |
| Employer contribution / active EE | $7,143 | $3,123+128.7% | $2,787+156.3% | $4,866+46.8% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,293 | $5,691-77.3% | $4,880-73.5% | $9,541-86.5% |