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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 | $179,945 | $138,102+30.3% | $125,381+43.5% | $134,532+33.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.00% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $3,093 | $5,245-41.0% | $4,815-35.8% | $4,741-34.8% |
| Participant deferral / active EE | $7,295 | $7,801-6.5% | $7,448-2.0% | $6,401+14.0% |
| Admin fee / account holder | $1,741 | $11,568-84.9% | $10,007-82.6% | $11,429-84.8% |