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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 | $92,961 | $67,823+37.1% | $52,425+77.3% | $137,256-32.3% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 18.19% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,158 | $1,163+85.5% | $914+136.0% | $4,156-48.1% |
| Participant deferral / active EE | $2,931 | $2,288+28.1% | $1,790+63.7% | $6,407-54.3% |
| Admin fee / account holder | $4,969 | $2,844+74.7% | $2,495+99.2% | $12,270-59.5% |