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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 | $106,251 | $70,366+51.0% | $66,674+59.4% | $138,895-23.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 14.65% | 386.41%-371.8pp | 321.24%-306.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $909 | $2,765-67.1% | $2,620-65.3% | $4,194-78.3% |
| Participant deferral / active EE | $2,420 | $4,374-44.7% | $4,084-40.7% | $6,396-62.2% |
| Admin fee / account holder | $8,003 | $5,262+52.1% | $5,098+57.0% | $12,562-36.3% |