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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 | $77,366 | $57,305+35.0% | $86,640-10.7% | $75,173+2.9% |
| Participation rate | 64.3% | 63.2%+1.1pp | 71.7%-7.4pp | 67.2%-2.9pp |
| Annual return | 19.29% | 2674.24%-2654.9pp | 592.52%-573.2pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,231 | $2,316-46.9% | $3,024-59.3% | $2,671-53.9% |
| Participant deferral / active EE | $3,082 | $3,320-7.2% | $4,438-30.6% | $4,126-25.3% |
| Admin fee / account holder | $553 | $4,116-86.6% | $5,616-90.2% | $5,651-90.2% |