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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 | $128,068 | $118,708+7.9% | $98,920+29.5% | $158,966-19.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 10.67% | 372.49%-361.8pp | 196.47%-185.8pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,932 | $3,334-42.0% | $2,689-28.2% | $4,762-59.4% |
| Participant deferral / active EE | $2,579 | $5,089-49.3% | $4,245-39.2% | $5,983-56.9% |
| Admin fee / account holder | $2,073 | $10,134-79.5% | $6,643-68.8% | $11,250-81.6% |