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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 | $130,169 | $135,645-4.0% | $110,243+18.1% | $135,379-3.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 14.07% | 513.24%-499.2pp | 314.76%-300.7pp | 519.79%-505.7pp |
| Employer contribution / active EE | $1,259 | $4,907-74.3% | $3,827-67.1% | $4,779-73.7% |
| Participant deferral / active EE | $3,375 | $5,507-38.7% | $4,672-27.8% | $5,609-39.8% |
| Admin fee / account holder | $1,532 | $11,458-86.6% | $8,548-82.1% | $10,828-85.8% |