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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 | $120,132 | $63,346+89.6% | $92,240+30.2% | $70,126+71.3% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 16.19% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,423 | $2,471-42.4% | $3,680-61.3% | $2,343-39.3% |
| Participant deferral / active EE | $3,260 | $2,854+14.2% | $3,897-16.3% | $3,332-2.2% |
| Admin fee / account holder | $2,496 | $3,841-35.0% | $5,194-52.0% | $4,645-46.3% |