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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 | $74,043 | $56,431+31.2% | $130,788-43.4% | $87,485-15.4% |
| Participation rate | 59.3% | 58.9%+0.3pp | 70.1%-10.8pp | 68.9%-9.7pp |
| Annual return | 12.68% | 91.27%-78.6pp | 386.44%-373.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,933 | $1,549+24.8% | $3,558-45.7% | $2,596-25.5% |
| Participant deferral / active EE | $5,540 | $2,749+101.5% | $4,137+33.9% | $4,274+29.6% |
| Admin fee / account holder | $4,402 | $4,433-0.7% | $6,673-34.0% | $7,775-43.4% |