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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 | $122,873 | $92,684+32.6% | $82,706+48.6% | $134,509-8.7% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -20.50% | 945.84%-966.3pp | 701.76%-722.3pp | 418.13%-438.6pp |
| Employer contribution / active EE | $758 | $3,272-76.8% | $3,007-74.8% | $4,741-84.0% |
| Participant deferral / active EE | $1,496 | $4,800-68.8% | $4,394-65.9% | $6,400-76.6% |
| Admin fee / account holder | $8,154 | $5,982+36.3% | $5,329+53.0% | $11,427-28.6% |