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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 | $160,040-29.3% | $147,096-23.1% | $145,877-22.5% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 147.94% | 98.49%+49.4pp | 419.75%-271.8pp | 551.28%-403.3pp |
| Employer contribution / active EE | $2,062 | $5,289-61.0% | $4,936-58.2% | $4,663-55.8% |
| Participant deferral / active EE | $5,983 | $8,429-29.0% | $8,071-25.9% | $6,691-10.6% |
| Admin fee / account holder | $2,177 | $15,050-85.5% | $13,005-83.3% | $13,402-83.8% |