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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 | $136,208 | $176,105-22.7% | $159,474-14.6% | $167,536-18.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.15% | 331.91%-314.8pp | 263.68%-246.5pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,304 | $5,299-75.4% | $4,831-73.0% | $4,839-73.1% |
| Participant deferral / active EE | $3,389 | $7,751-56.3% | $7,353-53.9% | $6,342-46.6% |
| Admin fee / account holder | $78,598 | $12,559+525.8% | $10,802+627.6% | $12,315+538.3% |