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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 | $94,652 | $92,743+2.1% | $82,744+14.4% | $134,532-29.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.85% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,912 | $3,273-11.0% | $3,008-3.2% | $4,741-38.6% |
| Participant deferral / active EE | $4,601 | $4,802-4.2% | $4,395+4.7% | $6,401-28.1% |
| Admin fee / account holder | $11,729 | $5,977+96.2% | $5,325+120.3% | $11,429+2.6% |