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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 | $161,231 | $180,459-10.7% | $154,108+4.6% | $135,380+19.1% |
| Participation rate | 41.2% | 87.4%-46.2pp | 83.0%-41.9pp | 82.6%-41.5pp |
| Annual return | -5.25% | 888.21%-893.5pp | 735.21%-740.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,943 | $6,035-67.8% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $2,979 | $5,806-48.7% | $5,081-41.4% | $5,609-46.9% |
| Admin fee / account holder | $13,921 | $16,145-13.8% | $13,411+3.8% | $10,828+28.6% |