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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 | $138,741 | $99,053+40.1% | $88,179+57.3% | $138,895-0.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 13.68% | 78.17%-64.5pp | 64.97%-51.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,500 | $2,882-13.3% | $2,549-1.9% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,661 | $8,748+44.7% | $7,673+65.0% | $12,562+0.8% |