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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 | $127,573 | $72,071+77.0% | $68,368+86.6% | $137,256-7.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 16.32% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $644 | $2,788-76.9% | $2,649-75.7% | $4,156-84.5% |
| Participant deferral / active EE | $2,040 | $4,410-53.7% | $4,123-50.5% | $6,407-68.2% |
| Admin fee / account holder | $2,521 | $5,336-52.8% | $5,150-51.0% | $12,270-79.5% |