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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 | $142,549 | $58,241+144.8% | $81,780+74.3% | $80,911+76.2% |
| Participation rate | 21.4% | 63.4%-42.0pp | 72.4%-50.9pp | 67.6%-46.2pp |
| Annual return | 20.93% | 41.73%-20.8pp | 776.27%-755.3pp | 35.63%-14.7pp |
| Employer contribution / active EE | $1,041 | $2,343-55.6% | $2,914-64.3% | $2,756-62.2% |
| Participant deferral / active EE | $1,096 | $3,283-66.6% | $4,321-74.6% | $4,297-74.5% |
| Admin fee / account holder | $9,538 | $4,973+91.8% | $7,384+29.2% | $6,935+37.5% |