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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 | $104,190 | $88,754+17.4% | $81,820+27.3% | $145,877-28.6% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 16.44% | 1031.77%-1015.3pp | 777.93%-761.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,153 | $3,085-62.6% | $2,915-60.5% | $4,663-75.3% |
| Participant deferral / active EE | $2,467 | $4,648-46.9% | $4,323-42.9% | $6,691-63.1% |
| Admin fee / account holder | $19,871 | $8,424+135.9% | $7,391+168.9% | $13,402+48.3% |