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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 | $120,372 | $111,878+7.6% | $93,727+28.4% | $145,897-17.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 8.19% | 204.28%-196.1pp | 133.83%-125.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,611 | $3,092-47.9% | $2,421-33.5% | $4,663-65.5% |
| Participant deferral / active EE | $3,048 | $4,920-38.1% | $4,417-31.0% | $6,689-54.4% |
| Admin fee / account holder | $27,907 | $10,256+172.1% | $8,292+236.6% | $13,390+108.4% |