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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 | $82,650 | $90,617-8.8% | $79,476+4.0% | $135,382-39.0% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 9.83% | 977.57%-967.7pp | 718.21%-708.4pp | 519.77%-509.9pp |
| Employer contribution / active EE | $3,745 | $3,068+22.1% | $2,800+33.7% | $4,779-21.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,105 | $5,907+37.2% | $5,113+58.5% | $10,829-25.2% |