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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 | $104,729 | $180,462-42.0% | $154,111-32.0% | $135,379-22.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.24% | 888.17%-894.4pp | 735.18%-741.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $3,684 | $6,036-39.0% | $5,298-30.5% | $4,779-22.9% |
| Participant deferral / active EE | $10,060 | $5,806+73.3% | $5,081+98.0% | $5,609+79.4% |
| Admin fee / account holder | $1,202 | $16,145-92.6% | $13,411-91.0% | $10,828-88.9% |