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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 | $133,561 | $102,422+30.4% | $147,117-9.2% | $80,959+65.0% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.7%-2.7pp |
| Annual return | 13.63% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,360 | $3,717-36.5% | $4,932-52.1% | $2,757-14.4% |
| Participant deferral / active EE | $4,102 | $6,652-38.3% | $8,065-49.1% | $4,300-4.6% |
| Admin fee / account holder | $12,376 | $7,953+55.6% | $12,993-4.7% | $6,925+78.7% |