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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 | $120,162 | $138,114-13.0% | $125,391-4.2% | $134,545-10.7% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -18.83% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $4,918 | $5,246-6.2% | $4,816+2.1% | $4,742+3.7% |
| Participant deferral / active EE | $14,378 | $7,801+84.3% | $7,448+93.0% | $6,401+124.6% |
| Admin fee / account holder | $15,232 | $11,570+31.6% | $10,009+52.2% | $11,431+33.3% |