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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 | $100,203+42.7% | $85,240+67.7% | $145,897-2.0% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.2pp |
| Annual return | 10.31% | 84.28%-74.0pp | 66.75%-56.4pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,961 | $3,242-39.5% | $2,735-28.3% | $4,663-57.9% |
| Participant deferral / active EE | $2,782 | $5,299-47.5% | $4,527-38.6% | $6,689-58.4% |
| Admin fee / account holder | $14,382 | $7,265+98.0% | $6,165+133.3% | $13,390+7.4% |