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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 | $125,061 | $65,566+90.7% | $86,235+45.0% | $75,177+66.4% |
| Participation rate | 47.6% | 60.5%-12.9pp | 69.0%-21.4pp | 67.2%-19.6pp |
| Annual return | 18.97% | 46.07%-27.1pp | 1170.03%-1151.1pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,277 | $1,553-17.8% | $2,381-46.4% | $2,671-52.2% |
| Participant deferral / active EE | $3,198 | $3,023+5.8% | $3,987-19.8% | $4,126-22.5% |
| Admin fee / account holder | $3,765 | $5,470-31.2% | $6,856-45.1% | $5,651-33.4% |