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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 | $127,263 | $95,975+32.6% | $74,549+70.7% | $135,379-6.0% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | 13.90% | 56.96%-43.1pp | 32.53%-18.6pp | 519.79%-505.9pp |
| Employer contribution / active EE | $1,052 | $2,716-61.3% | $1,961-46.4% | $4,779-78.0% |
| Participant deferral / active EE | $1,114 | $3,844-71.0% | $3,108-64.2% | $5,609-80.1% |
| Admin fee / account holder | $7,794 | $6,522+19.5% | $5,059+54.1% | $10,828-28.0% |