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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 | $143,697 | $102,385+40.4% | $147,080-2.3% | $80,935+77.5% |
| Participation rate | 44.7% | 75.9%-31.2pp | 82.2%-37.5pp | 67.7%-23.0pp |
| Annual return | 49.13% | 135.09%-86.0pp | 420.17%-371.0pp | 35.66%+13.5pp |
| Employer contribution / active EE | $1,797 | $3,717-51.6% | $4,933-63.6% | $2,757-34.8% |
| Participant deferral / active EE | $4,720 | $6,651-29.0% | $8,066-41.5% | $4,299+9.8% |
| Admin fee / account holder | $32,510 | $7,951+308.9% | $12,989+150.3% | $6,924+369.5% |