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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 | $81,182 | $183,539-55.8% | $155,556-47.8% | $145,897-44.4% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 15.33% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,295 | $5,315-56.8% | $4,675-50.9% | $4,663-50.8% |
| Participant deferral / active EE | $4,203 | $6,467-35.0% | $5,631-25.4% | $6,689-37.2% |
| Admin fee / account holder | $134,952 | $19,275+600.2% | $15,885+749.6% | $13,390+907.8% |