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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 | $157,718 | $160,040-1.5% | $147,096+7.2% | $145,877+8.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,853 | $5,289-65.0% | $4,936-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $4,280 | $8,429-49.2% | $8,071-47.0% | $6,691-36.0% |
| Admin fee / account holder | $1,487 | $15,050-90.1% | $13,005-88.6% | $13,402-88.9% |