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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 | $168,088 | $138,102+21.7% | $125,381+34.1% | $134,532+24.9% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -19.73% | 750.73%-770.5pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $4,494 | $5,245-14.3% | $4,815-6.7% | $4,741-5.2% |
| Participant deferral / active EE | $13,436 | $7,801+72.2% | $7,448+80.4% | $6,401+109.9% |
| Admin fee / account holder | $6,206 | $11,568-46.4% | $10,007-38.0% | $11,429-45.7% |