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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 | $196,525 | $138,078+42.3% | $125,363+56.8% | $134,509+46.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.58% | 750.49%-769.1pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $5,316 | $5,245+1.4% | $4,815+10.4% | $4,741+12.1% |
| Participant deferral / active EE | $5,250 | $7,800-32.7% | $7,447-29.5% | $6,400-18.0% |
| Admin fee / account holder | $1,006 | $11,566-91.3% | $10,005-89.9% | $11,427-91.2% |