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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 | $126,074 | $106,005+18.9% | $92,239+36.7% | $147,585-14.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 14.80% | 50.05%-35.3pp | 176.29%-161.5pp | 578.58%-563.8pp |
| Employer contribution / active EE | $1,490 | $4,333-65.6% | $3,680-59.5% | $4,876-69.4% |
| Participant deferral / active EE | $1,540 | $4,478-65.6% | $3,897-60.5% | $5,439-71.7% |
| Admin fee / account holder | $433 | $6,333-93.2% | $5,194-91.7% | $10,886-96.0% |