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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 | $164,222 | $88,778+85.0% | $81,844+100.7% | $145,884+12.6% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 15.69% | 1033.03%-1017.3pp | 778.87%-763.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $683 | $3,087-77.9% | $2,916-76.6% | $4,662-85.3% |
| Participant deferral / active EE | $6,498 | $4,648+39.8% | $4,323+50.3% | $6,690-2.9% |
| Admin fee / account holder | $34,206 | $8,430+305.8% | $7,355+365.0% | $13,392+155.4% |