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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 | $127,289 | $226,135-43.7% | $182,558-30.3% | $152,909-16.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 18.09% | 192.60%-174.5pp | 148.59%-130.5pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,965 | $4,979-60.5% | $4,076-51.8% | $4,764-58.8% |
| Participant deferral / active EE | $3,325 | $6,371-47.8% | $5,526-39.8% | $5,851-43.2% |
| Admin fee / account holder | $15,224 | $10,707+42.2% | $8,594+77.1% | $11,601+31.2% |