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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 | $172,174 | $138,114+24.7% | $125,391+37.3% | $134,545+28.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -4.31% | 750.88%-755.2pp | 572.41%-576.7pp | 418.37%-422.7pp |
| Employer contribution / active EE | $2,077 | $5,246-60.4% | $4,816-56.9% | $4,742-56.2% |
| Participant deferral / active EE | $11,120 | $7,801+42.5% | $7,448+49.3% | $6,401+73.7% |
| Admin fee / account holder | $16,342 | $11,570+41.2% | $10,009+63.3% | $11,431+43.0% |