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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 | $214,897 | $138,078+55.6% | $125,363+71.4% | $134,509+59.8% |
| Participation rate | 9.1% | 84.5%-75.4pp | 82.4%-73.3pp | 81.2%-72.1pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,248 | $5,245-76.2% | $4,815-74.1% | $4,741-73.7% |
| Participant deferral / active EE | $5,950 | $7,800-23.7% | $7,447-20.1% | $6,400-7.0% |
| Admin fee / account holder | $4,748 | $11,566-58.9% | $10,005-52.5% | $11,427-58.4% |