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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 | $78,892 | $77,905+1.3% | $149,682-47.3% | $75,173+4.9% |
| Participation rate | 68.8% | 65.6%+3.2pp | 78.8%-10.0pp | 67.2%+1.6pp |
| Annual return | 63.19% | 31.72%+31.5pp | 134.35%-71.2pp | 160.65%-97.5pp |
| Employer contribution / active EE | $6,357 | $3,138+102.6% | $4,818+31.9% | $2,670+138.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,681-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,962 | $5,957-16.7% | $13,210-62.4% | $5,651-12.2% |