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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 | $128,725 | $93,124+38.2% | $77,100+67.0% | $134,545-4.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -10.50% | 62.68%-73.2pp | 42.35%-52.9pp | 418.37%-428.9pp |
| Employer contribution / active EE | $2,707 | $3,421-20.9% | $2,815-3.8% | $4,742-42.9% |
| Participant deferral / active EE | $5,843 | $5,242+11.5% | $4,430+31.9% | $6,401-8.7% |
| Admin fee / account holder | $3,894 | $6,970-44.1% | $5,443-28.5% | $11,431-65.9% |