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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 | $183,600 | $138,102+32.9% | $125,381+46.4% | $134,532+36.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.88% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,296 | $5,245-75.3% | $4,815-73.1% | $4,741-72.7% |
| Participant deferral / active EE | $6,822 | $7,801-12.5% | $7,448-8.4% | $6,401+6.6% |
| Admin fee / account holder | $3,251 | $11,568-71.9% | $10,007-67.5% | $11,429-71.6% |