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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 | $136,778 | $180,466-24.2% | $154,114-11.2% | $135,382+1.0% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -4.89% | 888.15%-893.0pp | 735.16%-740.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,352 | $6,035-77.6% | $5,298-74.5% | $4,779-71.7% |
| Participant deferral / active EE | $7,400 | $5,806+27.4% | $5,081+45.7% | $5,609+31.9% |
| Admin fee / account holder | $1,283 | $16,144-92.1% | $13,411-90.4% | $10,829-88.2% |