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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 | $164,796 | $168,635-2.3% | $147,617+11.6% | $125,389+31.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -1.73% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,727 | $6,252-56.4% | $5,564-51.0% | $4,866-44.0% |
| Participant deferral / active EE | $8,352 | $5,507+51.7% | $4,895+70.6% | $5,352+56.1% |
| Admin fee / account holder | $12,713 | $13,580-6.4% | $11,612+9.5% | $9,541+33.3% |