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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 | $135,483 | $108,912+24.4% | $100,383+35.0% | $145,959-7.2% |
| Participation rate | 31.6% | 83.0%-51.4pp | 81.5%-49.9pp | 80.3%-48.7pp |
| Annual return | 15.71% | 57.96%-42.3pp | 49.26%-33.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,009 | $4,423-77.2% | $3,944-74.4% | $4,661-78.3% |
| Participant deferral / active EE | $3,757 | $8,451-55.5% | $8,086-53.5% | $6,689-43.8% |
| Admin fee / account holder | $35,701 | $9,690+268.4% | $7,900+351.9% | $13,398+166.5% |