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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 | $82,504 | $149,040-44.6% | $120,225-31.4% | $137,256-39.9% |
| Participation rate | 38.9% | 75.4%-36.5pp | 69.6%-30.7pp | 80.0%-41.1pp |
| Annual return | 11.96% | 605.68%-593.7pp | 439.23%-427.3pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,809 | $4,350+10.5% | $3,475+38.4% | $4,156+15.7% |
| Participant deferral / active EE | $5,883 | $4,655+26.4% | $3,999+47.1% | $6,407-8.2% |
| Admin fee / account holder | $44,356 | $6,348+598.8% | $5,696+678.7% | $12,270+261.5% |