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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 | $167,654 | $180,459-7.1% | $154,108+8.8% | $135,380+23.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -7.08% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,324 | $6,035-61.5% | $5,298-56.1% | $4,779-51.4% |
| Participant deferral / active EE | $8,679 | $5,806+49.5% | $5,081+70.8% | $5,609+54.7% |
| Admin fee / account holder | $32,509 | $16,145+101.4% | $13,411+142.4% | $10,828+200.2% |