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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 | $88,754+60.3% | $81,820+73.9% | $145,877-2.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 10.63% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $827 | $3,085-73.2% | $2,915-71.6% | $4,663-82.3% |
| Participant deferral / active EE | $5,043 | $4,648+8.5% | $4,323+16.7% | $6,691-24.6% |
| Admin fee / account holder | $8,230 | $8,424-2.3% | $7,391+11.4% | $13,402-38.6% |