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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 | $142,988 | $99,921+43.1% | $85,009+68.2% | $145,959-2.0% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.1pp |
| Annual return | 10.31% | 83.89%-73.6pp | 66.47%-56.2pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,961 | $3,233-39.3% | $2,728-28.1% | $4,661-57.9% |
| Participant deferral / active EE | $2,782 | $5,293-47.4% | $4,522-38.5% | $6,689-58.4% |
| Admin fee / account holder | $14,382 | $7,252+98.3% | $6,153+133.8% | $13,398+7.3% |