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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 | $109,063 | $88,754+22.9% | $81,820+33.3% | $145,877-25.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.02% | 1031.77%-1021.8pp | 777.93%-767.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,137 | $3,085-63.2% | $2,915-61.0% | $4,663-75.6% |
| Participant deferral / active EE | $10,759 | $4,648+131.5% | $4,323+148.9% | $6,691+60.8% |
| Admin fee / account holder | $12,243 | $8,424+45.3% | $7,391+65.7% | $13,402-8.6% |