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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 | $189,030 | $160,059+18.1% | $140,019+35.0% | $135,380+39.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -0.42% | 911.48%-911.9pp | 651.17%-651.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $12,250 | $6,420+90.8% | $5,605+118.5% | $4,779+156.3% |
| Participant deferral / active EE | $9,893 | $7,641+29.5% | $6,927+42.8% | $5,609+76.4% |
| Admin fee / account holder | $376 | $13,328-97.2% | $10,705-96.5% | $10,828-96.5% |