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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 | $130,549 | $96,643+35.1% | $86,617+50.7% | $139,456-6.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 11.02% | 106.57%-95.6pp | 591.91%-580.9pp | 373.45%-362.4pp |
| Employer contribution / active EE | $8,333 | $3,264+155.3% | $3,023+175.6% | $4,753+75.3% |
| Participant deferral / active EE | $2,745 | $4,835-43.2% | $4,437-38.1% | $6,711-59.1% |
| Admin fee / account holder | $1,343 | $6,406-79.0% | $5,613-76.1% | $11,407-88.2% |