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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 | $145,593 | $176,105-17.3% | $159,474-8.7% | $167,536-13.1% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 13.71% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $2,404 | $5,299-54.6% | $4,831-50.2% | $4,839-50.3% |
| Participant deferral / active EE | $3,500 | $7,751-54.8% | $7,353-52.4% | $6,342-44.8% |
| Admin fee / account holder | $824 | $12,559-93.4% | $10,802-92.4% | $12,315-93.3% |