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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 | $138,963 | $157,304-11.7% | $141,197-1.6% | $152,909-9.1% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 542.15% | 64.34%+477.8pp | 71.41%+470.7pp | 345.46%+196.7pp |
| Employer contribution / active EE | $2,287 | $5,263-56.5% | $4,736-51.7% | $4,764-52.0% |
| Participant deferral / active EE | $4,008 | $7,111-43.6% | $6,710-40.3% | $5,851-31.5% |
| Admin fee / account holder | $2,532 | $12,126-79.1% | $10,265-75.3% | $11,601-78.2% |