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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 | $127,418 | $103,038+23.7% | $90,324+41.1% | $152,909-16.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 36.01% | 95.25%-59.2pp | 78.15%-42.1pp | 345.46%-309.5pp |
| Employer contribution / active EE | $3,905 | $3,141+24.3% | $2,856+36.7% | $4,764-18.0% |
| Participant deferral / active EE | $6,577 | $4,282+53.6% | $3,885+69.3% | $5,851+12.4% |
| Admin fee / account holder | $48,885 | $6,177+691.4% | $5,356+812.8% | $11,601+321.4% |