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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 | $90,397+34.1% | $76,002+59.5% | $145,959-16.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 16.11% | 621.97%-605.9pp | 360.07%-344.0pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,690 | $3,317-18.9% | $2,688+0.1% | $4,661-42.3% |
| Participant deferral / active EE | $1,259 | $5,163-75.6% | $4,257-70.4% | $6,689-81.2% |
| Admin fee / account holder | $31,017 | $8,369+270.6% | $6,414+383.6% | $13,398+131.5% |