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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 | $109,860 | $80,812+35.9% | $160,784-31.7% | $82,448+33.2% |
| Participation rate | 53.3% | 66.2%-12.9pp | 77.0%-23.6pp | 68.1%-14.7pp |
| Annual return | 13.87% | 100.59%-86.7pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,445 | $2,174+12.5% | $3,733-34.5% | $2,551-4.1% |
| Participant deferral / active EE | $3,995 | $4,335-7.9% | $6,293-36.5% | $4,139-3.5% |
| Admin fee / account holder | $2,792 | $7,695-63.7% | $9,717-71.3% | $7,234-61.4% |