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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 | $160,070-1.5% | $147,117+7.2% | $145,897+8.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,853 | $5,285-64.9% | $4,932-62.4% | $4,663-60.2% |
| Participant deferral / active EE | $4,280 | $8,419-49.2% | $8,065-46.9% | $6,689-36.0% |
| Admin fee / account holder | $1,487 | $15,035-90.1% | $12,993-88.6% | $13,390-88.9% |