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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 | $174,462 | $138,102+26.3% | $125,381+39.1% | $134,532+29.7% |
| Participation rate | 52.6% | 84.5%-31.9pp | 82.4%-29.7pp | 81.2%-28.6pp |
| Annual return | -15.57% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,983 | $7,801+28.0% | $7,448+34.0% | $6,401+56.0% |
| Admin fee / account holder | $7,190 | $11,568-37.8% | $10,007-28.1% | $11,429-37.1% |