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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 | $166,301 | $82,678+101.1% | $125,391+32.6% | $68,490+142.8% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | 58.86% | -5.97%+64.8pp | 572.41%-513.6pp | -7.85%+66.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,825 | $6,111-21.0% | $7,448-35.2% | $4,028+19.8% |
| Admin fee / account holder | $104,547 | $6,277+1565.4% | $10,009+944.6% | $5,403+1835.0% |