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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 | $90,614+33.8% | $76,089+59.3% | $145,877-16.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 16.11% | 623.80%-607.7pp | 360.94%-344.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,690 | $3,324-19.1% | $2,6900% | $4,663-42.3% |
| Participant deferral / active EE | $1,259 | $5,168-75.6% | $4,259-70.4% | $6,691-81.2% |
| Admin fee / account holder | $31,017 | $8,376+270.3% | $6,418+383.3% | $13,402+131.4% |