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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 | $167,030-19.8% | $135,768-1.4% | $155,188-13.7% |
| Participation rate | 57.9% | 76.2%-18.3pp | 71.1%-13.2pp | 80.8%-22.9pp |
| Annual return | 9.91% | 678.39%-668.5pp | 526.10%-516.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $2,019 | $4,132-51.1% | $3,394-40.5% | $4,248-52.5% |
| Participant deferral / active EE | $5,642 | $4,528+24.6% | $3,977+41.9% | $6,531-13.6% |
| Admin fee / account holder | $3,399 | $8,172-58.4% | $7,048-51.8% | $14,480-76.5% |