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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 | $108,942+24.4% | $100,415+34.9% | $145,897-7.1% |
| Participation rate | 31.6% | 83.0%-51.4pp | 81.5%-49.9pp | 80.3%-48.7pp |
| Annual return | 15.71% | 58.27%-42.6pp | 49.47%-33.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,009 | $4,422-77.2% | $3,943-74.4% | $4,663-78.3% |
| Participant deferral / active EE | $3,757 | $8,461-55.6% | $8,091-53.6% | $6,689-43.8% |
| Admin fee / account holder | $35,701 | $9,702+268.0% | $7,906+351.6% | $13,390+166.6% |