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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 | $159,899 | $138,102+15.8% | $125,381+27.5% | $134,532+18.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.28% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,522 | $5,245-51.9% | $4,815-47.6% | $4,741-46.8% |
| Participant deferral / active EE | $10,483 | $7,801+34.4% | $7,448+40.8% | $6,401+63.8% |
| Admin fee / account holder | $1,672 | $11,568-85.5% | $10,007-83.3% | $11,429-85.4% |