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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 | $92,715 | $49,896+85.8% | $80,627+15.0% | $75,173+23.3% |
| Participation rate | 69.8% | 55.3%+14.4pp | 67.0%+2.8pp | 67.2%+2.6pp |
| Annual return | 60.88% | 34.67%+26.2pp | 936.76%-875.9pp | 160.72%-99.8pp |
| Employer contribution / active EE | $1,599 | $1,699-5.8% | $2,723-41.3% | $2,671-40.1% |
| Participant deferral / active EE | $9,012 | $2,992+201.2% | $4,443+102.8% | $4,126+118.4% |
| Admin fee / account holder | $6,263 | $3,578+75.1% | $5,381+16.4% | $5,651+10.8% |