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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 | $81,059 | $92,766-12.6% | $82,763-2.1% | $134,545-39.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -9.75% | 946.97%-956.7pp | 702.45%-712.2pp | 418.37%-428.1pp |
| Employer contribution / active EE | $18,234 | $3,273+457.1% | $3,008+506.1% | $4,742+284.6% |
| Participant deferral / active EE | $11,875 | $4,802+147.3% | $4,395+170.2% | $6,401+85.5% |
| Admin fee / account holder | $849 | $5,978-85.8% | $5,325-84.1% | $11,431-92.6% |