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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 | $244,279 | $138,078+76.9% | $125,363+94.9% | $134,509+81.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.11% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.2pp |
| Employer contribution / active EE | $10,000 | $5,245+90.7% | $4,815+107.7% | $4,741+110.9% |
| Participant deferral / active EE | $10,250 | $7,800+31.4% | $7,447+37.6% | $6,400+60.1% |
| Admin fee / account holder | $1,602 | $11,566-86.1% | $10,005-84.0% | $11,427-86.0% |