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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 | $105,345 | $106,923-1.5% | $84,023+25.4% | $152,909-31.1% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 27.63% | 105.02%-77.4pp | 71.32%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $6,374 | $2,735+133.0% | $1,984+221.3% | $4,764+33.8% |
| Participant deferral / active EE | $2,892 | $4,013-27.9% | $3,239-10.7% | $5,851-50.6% |
| Admin fee / account holder | $510 | $8,289-93.9% | $6,102-91.6% | $11,601-95.6% |