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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 | $114,262 | $100,895+13.2% | $90,430+26.4% | $158,950-28.1% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 16.59% | 1725.54%-1709.0pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $1,797 | $3,689-51.3% | $3,262-44.9% | $4,762-62.3% |
| Participant deferral / active EE | $2,812 | $4,347-35.3% | $3,963-29.0% | $5,983-53.0% |
| Admin fee / account holder | $10,575 | $6,505+62.6% | $5,613+88.4% | $11,248-6.0% |