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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 | $115,040 | $90,614+27.0% | $76,089+51.2% | $145,877-21.1% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 13.84% | 623.80%-610.0pp | 360.94%-347.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,050 | $3,324-38.3% | $2,690-23.8% | $4,663-56.0% |
| Participant deferral / active EE | $6,506 | $5,168+25.9% | $4,259+52.8% | $6,691-2.8% |
| Admin fee / account holder | $18,679 | $8,376+123.0% | $6,418+191.1% | $13,402+39.4% |