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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 | $147,912 | $138,114+7.1% | $125,391+18.0% | $134,545+9.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.42% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $3,238 | $5,246-38.3% | $4,816-32.8% | $4,742-31.7% |
| Participant deferral / active EE | $13,750 | $7,801+76.3% | $7,448+84.6% | $6,401+114.8% |
| Admin fee / account holder | $46,347 | $11,570+300.6% | $10,009+363.1% | $11,431+305.5% |