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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 | $108,738 | $49,199+121.0% | $121,210-10.3% | $75,177+44.6% |
| Participation rate | 63.2% | 55.4%+7.7pp | 69.5%-6.4pp | 67.2%-4.0pp |
| Annual return | 17.01% | 56.04%-39.0pp | 987.41%-970.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $5,648 | $1,547+265.0% | $4,171+35.4% | $2,671+111.4% |
| Participant deferral / active EE | $1,701 | $2,630-35.3% | $4,084-58.4% | $4,126-58.8% |
| Admin fee / account holder | $2,144 | $3,946-45.7% | $5,647-62.0% | $5,651-62.1% |