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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 | $168,043 | $138,078+21.7% | $125,363+34.0% | $134,509+24.9% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -20.63% | 750.49%-771.1pp | 572.15%-592.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,431 | $5,245-72.7% | $4,815-70.3% | $4,741-69.8% |
| Participant deferral / active EE | $4,280 | $7,800-45.1% | $7,447-42.5% | $6,400-33.1% |
| Admin fee / account holder | $1,428 | $11,566-87.7% | $10,005-85.7% | $11,427-87.5% |