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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 | $128,770 | $106,008+21.5% | $92,240+39.6% | $147,586-12.7% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 39.91% | 50.05%-10.1pp | 176.29%-136.4pp | 578.59%-538.7pp |
| Employer contribution / active EE | $1,227 | $4,333-71.7% | $3,680-66.7% | $4,876-74.8% |
| Participant deferral / active EE | $5,207 | $4,478+16.3% | $3,897+33.6% | $5,439-4.3% |
| Admin fee / account holder | $1,219 | $6,333-80.8% | $5,194-76.5% | $10,886-88.8% |