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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 | $90,614+36.4% | $76,089+62.4% | $145,877-15.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.82% | 623.80%-613.0pp | 360.94%-350.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,560 | $3,324-23.0% | $2,690-4.8% | $4,663-45.1% |
| Participant deferral / active EE | $8,108 | $5,168+56.9% | $4,259+90.4% | $6,691+21.2% |
| Admin fee / account holder | $2,255 | $8,376-73.1% | $6,418-64.9% | $13,402-83.2% |