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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 | $118,077 | $114,093+3.5% | $96,171+22.8% | $167,536-29.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 10.43% | 190.00%-179.6pp | 192.04%-181.6pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,939 | $3,429-43.5% | $2,799-30.7% | $4,839-59.9% |
| Participant deferral / active EE | $7,447 | $5,197+43.3% | $4,350+71.2% | $6,342+17.4% |
| Admin fee / account holder | $927 | $6,899-86.6% | $5,538-83.3% | $12,315-92.5% |