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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 | $141,670 | $72,071+96.6% | $68,368+107.2% | $137,256+3.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 20.58% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $639 | $2,788-77.1% | $2,649-75.9% | $4,156-84.6% |
| Participant deferral / active EE | $5,875 | $4,410+33.2% | $4,123+42.5% | $6,407-8.3% |
| Admin fee / account holder | $668 | $5,336-87.5% | $5,150-87.0% | $12,270-94.6% |