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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 | $100,596 | $88,710+13.4% | $81,783+23.0% | $145,959-31.1% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 11.82% | 1027.26%-1015.4pp | 775.05%-763.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $627 | $3,083-79.7% | $2,913-78.5% | $4,661-86.5% |
| Participant deferral / active EE | $3,294 | $4,645-29.1% | $4,320-23.8% | $6,689-50.8% |
| Admin fee / account holder | $167,359 | $8,407+1890.7% | $7,380+2167.8% | $13,398+1149.2% |