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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 | $109,517 | $49,164+122.8% | $121,169-9.6% | $75,181+45.7% |
| Participation rate | 15.9% | 55.4%-39.5pp | 69.5%-53.6pp | 67.2%-51.3pp |
| Annual return | 16.32% | 56.03%-39.7pp | 986.71%-970.4pp | 160.69%-144.4pp |
| Employer contribution / active EE | $4,020 | $1,546+160.0% | $4,168-3.5% | $2,671+50.5% |
| Participant deferral / active EE | $5,757 | $2,628+119.0% | $4,083+41.0% | $4,126+39.5% |
| Admin fee / account holder | $3,350 | $3,942-15.0% | $5,645-40.7% | $5,650-40.7% |