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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 | $128,178 | $104,924+22.2% | $84,623+51.5% | $152,885-16.2% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 18.31% | 373.82%-355.5pp | 258.77%-240.5pp | 345.39%-327.1pp |
| Employer contribution / active EE | $1,801 | $3,302-45.4% | $2,652-32.1% | $4,763-62.2% |
| Participant deferral / active EE | $2,932 | $4,689-37.5% | $3,899-24.8% | $5,851-49.9% |
| Admin fee / account holder | $1,154 | $6,242-81.5% | $4,913-76.5% | $11,598-90.1% |