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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 | $166,928 | $160,059+4.3% | $140,019+19.2% | $135,380+23.3% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | -6.91% | 911.48%-918.4pp | 651.17%-658.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,072 | $7,641-33.6% | $6,927-26.8% | $5,609-9.6% |
| Admin fee / account holder | $28,853 | $13,328+116.5% | $10,705+169.5% | $10,828+166.5% |