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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 | $133,525 | $138,114-3.3% | $125,391+6.5% | $134,545-0.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.77% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,305 | $5,246-56.1% | $4,816-52.1% | $4,742-51.4% |
| Participant deferral / active EE | $10,465 | $7,801+34.2% | $7,448+40.5% | $6,401+63.5% |
| Admin fee / account holder | $960 | $11,570-91.7% | $10,009-90.4% | $11,431-91.6% |