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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 | $141,820 | $90,489+56.7% | $76,051+86.5% | $145,978-2.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 21.74% | 622.78%-601.0pp | 360.42%-338.7pp | 550.52%-528.8pp |
| Employer contribution / active EE | $1,874 | $3,319-43.5% | $2,690-30.3% | $4,662-59.8% |
| Participant deferral / active EE | $7,299 | $5,164+41.3% | $4,257+71.4% | $6,690+9.1% |
| Admin fee / account holder | $910 | $8,374-89.1% | $6,416-85.8% | $13,400-93.2% |