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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 | $139,599 | $96,643+44.4% | $86,617+61.2% | $139,456+0.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 13.88% | 106.57%-92.7pp | 591.91%-578.0pp | 373.45%-359.6pp |
| Employer contribution / active EE | $4,886 | $3,264+49.7% | $3,023+61.6% | $4,753+2.8% |
| Participant deferral / active EE | $9,029 | $4,835+86.7% | $4,437+103.5% | $6,711+34.5% |
| Admin fee / account holder | $27,519 | $6,406+329.6% | $5,613+390.3% | $11,407+141.2% |