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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 | $173,115 | $138,076+25.4% | $123,553+40.1% | $135,380+27.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.32% | 153.70%-152.4pp | 119.21%-117.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $2,313 | $5,152-55.1% | $4,628-50.0% | $4,779-51.6% |
| Participant deferral / active EE | $12,000 | $6,800+76.5% | $6,426+86.7% | $5,609+113.9% |
| Admin fee / account holder | $5,794 | $10,917-46.9% | $9,284-37.6% | $10,828-46.5% |