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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 | $140,542 | $90,617+55.1% | $79,476+76.8% | $135,382+3.8% |
| Participation rate | 54.5% | 76.1%-21.5pp | 73.3%-18.8pp | 82.6%-28.1pp |
| Annual return | -4.37% | 977.57%-981.9pp | 718.21%-722.6pp | 519.77%-524.1pp |
| Employer contribution / active EE | $11,423 | $3,068+272.4% | $2,800+307.9% | $4,779+139.0% |
| Participant deferral / active EE | $6,860 | $4,050+69.4% | $3,704+85.2% | $5,609+22.3% |
| Admin fee / account holder | $15,110 | $5,907+155.8% | $5,113+195.5% | $10,829+39.5% |