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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 | $207,266 | $138,076+50.1% | $123,553+67.8% | $135,380+53.1% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -8.65% | 153.70%-162.3pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,585 | $5,152-49.8% | $4,628-44.1% | $4,779-45.9% |
| Participant deferral / active EE | $6,143 | $6,800-9.7% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $44,139 | $10,917+304.3% | $9,284+375.4% | $10,828+307.6% |