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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 | $113,137 | $65,555+72.6% | $86,216+31.2% | $75,173+50.5% |
| Participation rate | 48.1% | 60.5%-12.3pp | 69.0%-20.8pp | 67.2%-19.1pp |
| Annual return | 17.79% | 46.07%-28.3pp | 1169.42%-1151.6pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,007 | $1,553+29.2% | $2,382-15.7% | $2,671-24.8% |
| Participant deferral / active EE | $3,002 | $3,023-0.7% | $3,986-24.7% | $4,126-27.3% |
| Admin fee / account holder | $2,701 | $5,469-50.6% | $6,853-60.6% | $5,651-52.2% |