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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 | $127,438 | $72,426+76.0% | $67,560+88.6% | $145,897-12.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 15.13% | 7226.78%-7211.7pp | 3533.50%-3518.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,959 | $3,074-36.3% | $2,737-28.4% | $4,663-58.0% |
| Participant deferral / active EE | $4,970 | $4,785+3.9% | $4,004+24.1% | $6,689-25.7% |
| Admin fee / account holder | $1,392 | $5,514-74.8% | $3,994-65.2% | $13,390-89.6% |