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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 | $104,440 | $84,708+23.3% | $75,714+37.9% | $167,536-37.7% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.8%-44.8pp | 82.1%-52.1pp |
| Annual return | 20.89% | 199.62%-178.7pp | 104.62%-83.7pp | 478.82%-457.9pp |
| Employer contribution / active EE | $1,427 | $3,231-55.8% | $2,744-48.0% | $4,839-70.5% |
| Participant deferral / active EE | $4,061 | $4,577-11.3% | $3,820+6.3% | $6,342-36.0% |
| Admin fee / account holder | $4,082 | $5,358-23.8% | $3,619+12.8% | $12,315-66.9% |