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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 | $142,062 | $138,076+2.9% | $123,553+15.0% | $135,380+4.9% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -1.81% | 153.70%-155.5pp | 119.21%-121.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $7,631 | $5,152+48.1% | $4,628+64.9% | $4,779+59.7% |
| Participant deferral / active EE | $7,111 | $6,800+4.6% | $6,426+10.7% | $5,609+26.8% |
| Admin fee / account holder | $11,131 | $10,917+2.0% | $9,284+19.9% | $10,828+2.8% |