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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 | $136,484 | $52,519+159.9% | $155,789-12.4% | $59,633+128.9% |
| Participation rate | 59.6% | 61.7%-2.1pp | 76.1%-16.5pp | 68.7%-9.1pp |
| Annual return | -0.24% | 53.51%-53.7pp | 71.54%-71.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,122 | $1,589-29.4% | $3,839-70.8% | $2,203-49.0% |
| Participant deferral / active EE | $2,214 | $3,084-28.2% | $4,798-53.8% | $3,192-30.6% |
| Admin fee / account holder | $13,832 | $3,540+290.7% | $7,477+85.0% | $4,297+221.9% |