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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 | $236,392 | $138,102+71.2% | $125,381+88.5% | $134,532+75.7% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -14.37% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $12,384 | $5,245+136.1% | $4,815+157.2% | $4,741+161.2% |
| Participant deferral / active EE | $7,985 | $7,801+2.4% | $7,448+7.2% | $6,401+24.8% |
| Admin fee / account holder | $128,650 | $11,568+1012.1% | $10,007+1185.6% | $11,429+1025.7% |