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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 | $142,277 | $88,710+60.4% | $81,783+74.0% | $145,959-2.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 10.63% | 1027.26%-1016.6pp | 775.05%-764.4pp | 561.95%-551.3pp |
| Employer contribution / active EE | $827 | $3,083-73.2% | $2,913-71.6% | $4,661-82.2% |
| Participant deferral / active EE | $5,043 | $4,645+8.6% | $4,320+16.7% | $6,689-24.6% |
| Admin fee / account holder | $8,230 | $8,407-2.1% | $7,380+11.5% | $13,398-38.6% |