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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 | $127,969 | $106,008+20.7% | $92,240+38.7% | $147,586-13.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 16.75% | 50.05%-33.3pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,293 | $4,333-70.2% | $3,680-64.9% | $4,876-73.5% |
| Participant deferral / active EE | $1,811 | $4,478-59.6% | $3,897-53.5% | $5,439-66.7% |
| Admin fee / account holder | $753 | $6,333-88.1% | $5,194-85.5% | $10,886-93.1% |