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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 | $104,963 | $65,555+60.1% | $86,216+21.7% | $75,173+39.6% |
| Participation rate | 54.5% | 60.5%-5.9pp | 69.0%-14.4pp | 67.2%-12.7pp |
| Annual return | 20.74% | 46.07%-25.3pp | 1169.42%-1148.7pp | 160.72%-140.0pp |
| Employer contribution / active EE | $1,161 | $1,553-25.3% | $2,382-51.2% | $2,671-56.5% |
| Participant deferral / active EE | $3,189 | $3,023+5.5% | $3,986-20.0% | $4,126-22.7% |
| Admin fee / account holder | $2,778 | $5,469-49.2% | $6,853-59.5% | $5,651-50.8% |