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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 | $130,131 | $138,102-5.8% | $125,381+3.8% | $134,532-3.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.78% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $12,654 | $5,245+141.2% | $4,815+162.8% | $4,741+166.9% |
| Participant deferral / active EE | $8,515 | $7,801+9.2% | $7,448+14.3% | $6,401+33.0% |
| Admin fee / account holder | $12,817 | $11,568+10.8% | $10,007+28.1% | $11,429+12.2% |