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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 | $133,553 | $138,114-3.3% | $125,391+6.5% | $134,545-0.7% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.1pp | 81.2%-22.9pp |
| Annual return | -15.30% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,983 | $5,246-43.1% | $4,816-38.0% | $4,742-37.1% |
| Participant deferral / active EE | $14,929 | $7,801+91.4% | $7,448+100.4% | $6,401+133.2% |
| Admin fee / account holder | $5,180 | $11,570-55.2% | $10,009-48.2% | $11,431-54.7% |