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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 | $153,401 | $180,462-15.0% | $154,111-0.5% | $135,379+13.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.40% | 888.17%-888.6pp | 735.18%-735.6pp | 519.79%-520.2pp |
| Employer contribution / active EE | $2,027 | $6,036-66.4% | $5,298-61.7% | $4,779-57.6% |
| Participant deferral / active EE | $9,195 | $5,806+58.4% | $5,081+81.0% | $5,609+63.9% |
| Admin fee / account holder | $20,891 | $16,145+29.4% | $13,411+55.8% | $10,828+92.9% |