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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 | $69,526 | $217,427-68.0% | $185,837-62.6% | $167,518-58.5% |
| Participation rate | 52.9% | 86.0%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 13.72% | 148.39%-134.7pp | 122.08%-108.4pp | 478.71%-465.0pp |
| Employer contribution / active EE | $2,784 | $5,874-52.6% | $5,168-46.1% | $4,838-42.5% |
| Participant deferral / active EE | $5,152 | $6,357-19.0% | $5,568-7.5% | $6,342-18.8% |
| Admin fee / account holder | $43,450 | $19,816+119.3% | $16,241+167.5% | $12,312+252.9% |