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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 | $124,661 | $72,071+73.0% | $68,368+82.3% | $137,256-9.2% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.0%-27.3pp |
| Annual return | 16.71% | 353.14%-336.4pp | 292.57%-275.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,847 | $2,788-33.7% | $2,649-30.3% | $4,156-55.6% |
| Participant deferral / active EE | $2,632 | $4,410-40.3% | $4,123-36.2% | $6,407-58.9% |
| Admin fee / account holder | $1,590 | $5,336-70.2% | $5,150-69.1% | $12,270-87.0% |