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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 | $164,152 | $138,114+18.9% | $125,391+30.9% | $134,545+22.0% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -16.16% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,934 | $5,246-63.1% | $4,816-59.8% | $4,742-59.2% |
| Participant deferral / active EE | $4,379 | $7,801-43.9% | $7,448-41.2% | $6,401-31.6% |
| Admin fee / account holder | $2,556 | $11,570-77.9% | $10,009-74.5% | $11,431-77.6% |