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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 | $132,005 | $209,422-37.0% | $178,503-26.0% | $158,982-17.0% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 21.02% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $2,096 | $5,707-63.3% | $5,011-58.2% | $4,763-56.0% |
| Participant deferral / active EE | $8,300 | $5,955+39.4% | $5,202+59.5% | $5,983+38.7% |
| Admin fee / account holder | $831 | $17,079-95.1% | $13,987-94.1% | $11,252-92.6% |