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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 | $121,225 | $90,691+33.7% | $76,119+59.3% | $145,884-16.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 16.11% | 624.52%-608.4pp | 361.25%-345.1pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,690 | $3,329-19.2% | $2,693-0.1% | $4,662-42.3% |
| Participant deferral / active EE | $1,259 | $5,167-75.6% | $4,259-70.4% | $6,690-81.2% |
| Admin fee / account holder | $31,017 | $8,383+270.0% | $6,421+383.0% | $13,392+131.6% |