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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 | $132,492 | $88,778+49.2% | $81,844+61.9% | $145,884-9.2% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 10.99% | 1033.03%-1022.0pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,269 | $3,087-58.9% | $2,916-56.5% | $4,662-72.8% |
| Participant deferral / active EE | $5,408 | $4,648+16.3% | $4,323+25.1% | $6,690-19.2% |
| Admin fee / account holder | $801 | $8,430-90.5% | $7,355-89.1% | $13,392-94.0% |