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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 | $87,262 | $102,663-15.0% | $86,216+1.2% | $139,466-37.4% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 15.56% | 1924.52%-1909.0pp | 1169.42%-1153.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,166 | $3,035-61.6% | $2,382-51.0% | $4,754-75.5% |
| Participant deferral / active EE | $1,740 | $4,677-62.8% | $3,986-56.3% | $6,712-74.1% |
| Admin fee / account holder | $16,911 | $8,663+95.2% | $6,853+146.7% | $11,409+48.2% |