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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 | $182,788 | $138,102+32.4% | $125,381+45.8% | $134,532+35.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.46% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $6,667 | $5,245+27.1% | $4,815+38.4% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,693 | $11,568+35.7% | $10,007+56.8% | $11,429+37.3% |