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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 | $130,982 | $100,911+29.8% | $90,440+44.8% | $158,966-17.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 14.55% | 1726.62%-1712.1pp | 1294.38%-1279.8pp | 302.95%-288.4pp |
| Employer contribution / active EE | $2,302 | $3,690-37.6% | $3,263-29.5% | $4,762-51.7% |
| Participant deferral / active EE | $2,302 | $4,348-47.1% | $3,964-41.9% | $5,983-61.5% |
| Admin fee / account holder | $1,173 | $6,507-82.0% | $5,615-79.1% | $11,250-89.6% |