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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 | $113,069 | $159,934-29.3% | $147,005-23.1% | $145,959-22.5% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 147.94% | 98.24%+49.7pp | 418.76%-270.8pp | 561.95%-414.0pp |
| Employer contribution / active EE | $2,062 | $5,287-61.0% | $4,934-58.2% | $4,661-55.8% |
| Participant deferral / active EE | $5,983 | $8,427-29.0% | $8,070-25.9% | $6,689-10.5% |
| Admin fee / account holder | $2,177 | $15,053-85.5% | $13,006-83.3% | $13,398-83.7% |