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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 | $133,886 | $154,754-13.5% | $124,206+7.8% | $138,895-3.6% |
| Participation rate | 57.9% | 75.5%-17.6pp | 69.6%-11.7pp | 79.9%-22.0pp |
| Annual return | 9.91% | 709.28%-699.4pp | 515.27%-505.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,019 | $4,446-54.6% | $3,540-43.0% | $4,194-51.9% |
| Participant deferral / active EE | $5,642 | $4,621+22.1% | $3,968+42.2% | $6,396-11.8% |
| Admin fee / account holder | $3,399 | $6,690-49.2% | $5,929-42.7% | $12,562-72.9% |