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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 | $143,496 | $144,130-0.4% | $117,860+21.8% | $147,585-2.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 17.40% | 531.20%-513.8pp | 335.10%-317.7pp | 578.58%-561.2pp |
| Employer contribution / active EE | $1,595 | $4,897-67.4% | $3,786-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $4,344 | $5,316-18.3% | $4,482-3.1% | $5,439-20.1% |
| Admin fee / account holder | $771 | $10,887-92.9% | $8,021-90.4% | $10,886-92.9% |