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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 | $95,607 | $112,935-15.3% | $90,970+5.1% | $158,966-39.9% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 28.69% | 215.79%-187.1pp | 134.58%-105.9pp | 302.95%-274.3pp |
| Employer contribution / active EE | $4,931 | $2,895+70.4% | $2,122+132.3% | $4,762+3.5% |
| Participant deferral / active EE | $7,026 | $4,129+70.2% | $3,373+108.3% | $5,983+17.4% |
| Admin fee / account holder | $696 | $8,045-91.4% | $5,960-88.3% | $11,250-93.8% |