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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 | $98,467 | $180,462-45.4% | $154,111-36.1% | $135,379-27.3% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -1.55% | 888.17%-889.7pp | 735.18%-736.7pp | 519.79%-521.3pp |
| Employer contribution / active EE | $3,092 | $6,036-48.8% | $5,298-41.6% | $4,779-35.3% |
| Participant deferral / active EE | $8,800 | $5,806+51.6% | $5,081+73.2% | $5,609+56.9% |
| Admin fee / account holder | $16,018 | $16,145-0.8% | $13,411+19.4% | $10,828+47.9% |