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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 | $126,976 | $103,000+23.3% | $90,300+40.6% | $152,885-16.9% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 12.84% | 95.19%-82.4pp | 78.11%-65.3pp | 345.39%-332.5pp |
| Employer contribution / active EE | $5,714 | $3,138+82.1% | $2,854+100.2% | $4,763+20.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,114 | $6,173+242.0% | $5,353+294.4% | $11,598+82.0% |