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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 | $100,137 | $63,346+58.1% | $92,240+8.6% | $70,126+42.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 22.96% | 530.19%-507.2pp | 176.29%-153.3pp | 73.15%-50.2pp |
| Employer contribution / active EE | $954 | $2,471-61.4% | $3,680-74.1% | $2,343-59.3% |
| Participant deferral / active EE | $2,643 | $2,854-7.4% | $3,897-32.2% | $3,332-20.7% |
| Admin fee / account holder | $1,067 | $3,841-72.2% | $5,194-79.5% | $4,645-77.0% |