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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 | $100,596 | $88,754+13.3% | $81,820+22.9% | $145,877-31.0% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 11.82% | 1031.77%-1020.0pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $627 | $3,085-79.7% | $2,915-78.5% | $4,663-86.5% |
| Participant deferral / active EE | $3,294 | $4,648-29.1% | $4,323-23.8% | $6,691-50.8% |
| Admin fee / account holder | $167,359 | $8,424+1886.8% | $7,391+2164.5% | $13,402+1148.7% |