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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 | $99,010 | $88,754+11.6% | $81,820+21.0% | $145,877-32.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 1395.38% | 1031.77%+363.6pp | 777.93%+617.4pp | 551.28%+844.1pp |
| Employer contribution / active EE | $2,759 | $3,085-10.6% | $2,915-5.3% | $4,663-40.8% |
| Participant deferral / active EE | $2,759 | $4,648-40.6% | $4,323-36.2% | $6,691-58.8% |
| Admin fee / account holder | $313 | $8,424-96.3% | $7,391-95.8% | $13,402-97.7% |