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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 | $158,812 | $92,684+71.3% | $82,706+92.0% | $134,509+18.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -14.68% | 945.84%-960.5pp | 701.76%-716.4pp | 418.13%-432.8pp |
| Employer contribution / active EE | $6,784 | $3,272+107.3% | $3,007+125.6% | $4,741+43.1% |
| Participant deferral / active EE | $8,577 | $4,800+78.7% | $4,394+95.2% | $6,400+34.0% |
| Admin fee / account holder | $47,444 | $5,982+693.1% | $5,329+790.4% | $11,427+315.2% |