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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 | $128,626 | $45,152+184.9% | $73,836+74.2% | $59,633+115.7% |
| Participation rate | 68.8% | 64.0%+4.7pp | 73.4%-4.7pp | 68.7%+0.1pp |
| Annual return | 0.81% | 27.40%-26.6pp | 2268.06%-2267.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,423 | $1,901-25.2% | $2,787-49.0% | $2,203-35.4% |
| Participant deferral / active EE | $7,354 | $2,573+185.8% | $3,583+105.2% | $3,192+130.4% |
| Admin fee / account holder | $2,268 | $3,515-35.5% | $4,882-53.5% | $4,297-47.2% |