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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 | $139,692 | $70,366+98.5% | $66,674+109.5% | $138,895+0.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 32.83% | 386.41%-353.6pp | 321.24%-288.4pp | 145.39%-112.6pp |
| Employer contribution / active EE | $2,044 | $2,765-26.1% | $2,620-22.0% | $4,194-51.3% |
| Participant deferral / active EE | $2,044 | $4,374-53.3% | $4,084-50.0% | $6,396-68.0% |
| Admin fee / account holder | $406 | $5,262-92.3% | $5,098-92.0% | $12,562-96.8% |