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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 | $132,899 | $184,000-27.8% | $162,185-18.1% | $152,909-13.1% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.6%-31.3pp | 82.5%-26.2pp |
| Annual return | 26.43% | 150.80%-124.4pp | 115.61%-89.2pp | 345.46%-319.0pp |
| Employer contribution / active EE | $3,070 | $6,370-51.8% | $5,613-45.3% | $4,764-35.6% |
| Participant deferral / active EE | $3,960 | $8,033-50.7% | $7,297-45.7% | $5,851-32.3% |
| Admin fee / account holder | $2,819 | $13,124-78.5% | $10,844-74.0% | $11,601-75.7% |