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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 | $153,441 | $92,766+65.4% | $82,763+85.4% | $134,545+14.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -12.19% | 946.97%-959.2pp | 702.45%-714.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,323 | $4,802-30.8% | $4,395-24.4% | $6,401-48.1% |
| Admin fee / account holder | $44,028 | $5,978+636.5% | $5,325+726.8% | $11,431+285.2% |