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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 | $112,860 | $100,911+11.8% | $90,440+24.8% | $158,966-29.0% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.4pp | 82.0%-23.6pp |
| Annual return | 9.34% | 1726.62%-1717.3pp | 1294.38%-1285.0pp | 302.95%-293.6pp |
| Employer contribution / active EE | $590 | $3,690-84.0% | $3,263-81.9% | $4,762-87.6% |
| Participant deferral / active EE | $3,817 | $4,348-12.2% | $3,964-3.7% | $5,983-36.2% |
| Admin fee / account holder | $27,619 | $6,507+324.4% | $5,615+391.9% | $11,250+145.5% |