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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 | $127,460 | $48,364+163.5% | $71,796+77.5% | $62,881+102.7% |
| Participation rate | 56.2% | 60.6%-4.5pp | 69.1%-12.9pp | 69.3%-13.1pp |
| Annual return | 7.31% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,700 | $1,042+63.1% | $1,924-11.7% | $2,281-25.5% |
| Participant deferral / active EE | $5,072 | $2,091+142.5% | $2,794+81.5% | $3,203+58.4% |
| Admin fee / account holder | $11,800 | $3,771+212.9% | $4,815+145.1% | $4,296+174.7% |