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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 | $122,715 | $61,125+100.8% | $94,057+30.5% | $87,485+40.3% |
| Participation rate | 63.8% | 64.1%-0.3pp | 73.3%-9.6pp | 68.9%-5.2pp |
| Annual return | 13.31% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,824 | $2,136-14.6% | $2,933-37.8% | $2,596-29.8% |
| Participant deferral / active EE | $5,176 | $3,260+58.8% | $4,709+9.9% | $4,274+21.1% |
| Admin fee / account holder | $28,053 | $5,629+398.4% | $7,244+287.2% | $7,775+260.8% |