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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 | $91,995 | $72,071+27.6% | $68,368+34.6% | $137,256-33.0% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | 16.34% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $625 | $2,788-77.6% | $2,649-76.4% | $4,156-85.0% |
| Participant deferral / active EE | $3,219 | $4,410-27.0% | $4,123-21.9% | $6,407-49.8% |
| Admin fee / account holder | $13,884 | $5,336+160.2% | $5,150+169.6% | $12,270+13.2% |