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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 | $95,822 | $138,068-30.6% | $125,358-23.6% | $134,493-28.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.62% | 750.30%-766.9pp | 572.03%-588.7pp | 418.01%-434.6pp |
| Employer contribution / active EE | $6,000 | $5,244+14.4% | $4,814+24.6% | $4,740+26.6% |
| Participant deferral / active EE | $14,692 | $7,799+88.4% | $7,447+97.3% | $6,400+129.6% |
| Admin fee / account holder | $308 | $11,568-97.3% | $10,007-96.9% | $11,425-97.3% |