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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 | $136,393 | $154,754-11.9% | $124,206+9.8% | $138,895-1.8% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.6%-12.4pp | 79.9%-22.8pp |
| Annual return | 16.06% | 709.28%-693.2pp | 515.27%-499.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,871 | $4,621+5.4% | $3,968+22.8% | $6,396-23.8% |
| Admin fee / account holder | $10,605 | $6,690+58.5% | $5,929+78.9% | $12,562-15.6% |