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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 | $132,895 | $84,708+56.9% | $75,714+75.5% | $167,536-20.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 17.28% | 199.62%-182.3pp | 104.62%-87.3pp | 478.82%-461.5pp |
| Employer contribution / active EE | $6,934 | $3,231+114.6% | $2,744+152.7% | $4,839+43.3% |
| Participant deferral / active EE | $2,649 | $4,577-42.1% | $3,820-30.7% | $6,342-58.2% |
| Admin fee / account holder | $1,788 | $5,358-66.6% | $3,619-50.6% | $12,315-85.5% |