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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 | $106,786 | $57,330+86.3% | $86,656+23.2% | $75,177+42.0% |
| Participation rate | 68.0% | 63.2%+4.8pp | 71.7%-3.7pp | 67.2%+0.8pp |
| Annual return | 20.73% | 2675.40%-2654.7pp | 593.09%-572.4pp | 160.75%-140.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,543 | $3,320+127.2% | $4,439+69.9% | $4,126+82.8% |
| Admin fee / account holder | $4,449 | $4,115+8.1% | $5,619-20.8% | $5,651-21.3% |