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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 | $118,287 | $105,198+12.4% | $159,455-25.8% | $85,856+37.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 18.97% | 45.08%-26.1pp | 263.63%-244.7pp | 318.58%-299.6pp |
| Employer contribution / active EE | $2,105 | $3,319-36.6% | $4,830-56.4% | $2,565-17.9% |
| Participant deferral / active EE | $5,263 | $5,946-11.5% | $7,353-28.4% | $3,952+33.2% |
| Admin fee / account holder | $631 | $6,934-90.9% | $10,800-94.2% | $6,261-89.9% |