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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 | $111,531 | $175,231-36.4% | $149,696-25.5% | $139,466-20.0% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 26.95% | 166.77%-139.8pp | 134.46%-107.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $2,335 | $5,478-57.4% | $4,821-51.6% | $4,754-50.9% |
| Participant deferral / active EE | $5,040 | $6,521-22.7% | $5,682-11.3% | $6,712-24.9% |
| Admin fee / account holder | $2,212 | $16,155-86.3% | $13,212-83.3% | $11,409-80.6% |