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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 | $203,653 | $138,102+47.5% | $125,381+62.4% | $134,532+51.4% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -18.96% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $4,356 | $5,245-17.0% | $4,815-9.5% | $4,741-8.1% |
| Participant deferral / active EE | $8,729 | $7,801+11.9% | $7,448+17.2% | $6,401+36.4% |
| Admin fee / account holder | $1,942 | $11,568-83.2% | $10,007-80.6% | $11,429-83.0% |