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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 | $76,248 | $102,382-25.5% | $147,005-48.1% | $80,874-5.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.2%-16.9pp | 67.6%-2.4pp |
| Annual return | 14.77% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $3,952 | $3,715+6.4% | $4,934-19.9% | $2,756+43.4% |
| Participant deferral / active EE | $11,184 | $6,646+68.3% | $8,070+38.6% | $4,297+160.3% |
| Admin fee / account holder | $5,627 | $7,942-29.1% | $13,006-56.7% | $6,935-18.9% |