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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 | $130,486 | $109,872+18.8% | $98,483+32.5% | $167,536-22.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 12.44% | 1959.31%-1946.9pp | 1494.38%-1481.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $9,836 | $3,225+205.0% | $2,961+232.2% | $4,839+103.3% |
| Participant deferral / active EE | $8,827 | $4,673+88.9% | $4,276+106.4% | $6,342+39.2% |
| Admin fee / account holder | $6,179 | $6,757-8.6% | $5,953+3.8% | $12,315-49.8% |