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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 | $156,407 | $112,933+38.5% | $90,970+71.9% | $158,982-1.6% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 9.69% | 215.82%-206.1pp | 134.60%-124.9pp | 302.99%-293.3pp |
| Employer contribution / active EE | $1,240 | $2,893-57.1% | $2,122-41.6% | $4,763-74.0% |
| Participant deferral / active EE | $3,072 | $4,128-25.6% | $3,373-8.9% | $5,983-48.7% |
| Admin fee / account holder | $30,397 | $8,047+277.8% | $5,961+409.9% | $11,252+170.2% |