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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 | $82,464 | $65,434+26.0% | $98,483-16.3% | $85,847-3.9% |
| Participation rate | 55.7% | 65.0%-9.3pp | 73.3%-17.6pp | 69.3%-13.6pp |
| Annual return | 14.47% | 21.75%-7.3pp | 1494.38%-1479.9pp | 318.61%-304.1pp |
| Employer contribution / active EE | $2,671 | $2,169+23.1% | $2,961-9.8% | $2,565+4.1% |
| Participant deferral / active EE | $2,979 | $3,168-6.0% | $4,276-30.3% | $3,952-24.6% |
| Admin fee / account holder | $432 | $4,595-90.6% | $5,953-92.7% | $6,261-93.1% |