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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 | $88,815+13.3% | $81,882+22.9% | $145,897-31.1% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 11.82% | 1033.75%-1021.9pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $627 | $3,086-79.7% | $2,916-78.5% | $4,663-86.5% |
| Participant deferral / active EE | $3,294 | $4,647-29.1% | $4,323-23.8% | $6,689-50.8% |
| Admin fee / account holder | $167,359 | $8,434+1884.2% | $7,360+2174.0% | $13,390+1149.8% |