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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 | $142,234 | $138,102+3.0% | $125,381+13.4% | $134,532+5.7% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -11.69% | 750.73%-762.4pp | 572.31%-584.0pp | 418.27%-430.0pp |
| Employer contribution / active EE | $1,350 | $5,245-74.3% | $4,815-72.0% | $4,741-71.5% |
| Participant deferral / active EE | $3,490 | $7,801-55.3% | $7,448-53.1% | $6,401-45.5% |
| Admin fee / account holder | $95,655 | $11,568+726.9% | $10,007+855.9% | $11,429+737.0% |