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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 | $123,576 | $90,530+36.5% | $76,030+62.5% | $145,897-15.3% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.82% | 625.08%-614.3pp | 361.54%-350.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,560 | $3,319-22.9% | $2,688-4.8% | $4,663-45.1% |
| Participant deferral / active EE | $8,108 | $5,164+57.0% | $4,257+90.5% | $6,689+21.2% |
| Admin fee / account holder | $2,255 | $8,383-73.1% | $6,421-64.9% | $13,390-83.2% |