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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 | $105,083 | $60,119+74.8% | $90,430+16.2% | $79,858+31.6% |
| Participation rate | 68.9% | 65.0%+3.9pp | 72.7%-3.8pp | 69.6%-0.7pp |
| Annual return | 20.38% | 71.94%-51.6pp | 1293.73%-1273.3pp | 31.72%-11.3pp |
| Employer contribution / active EE | $1,318 | $2,068-36.2% | $3,262-59.6% | $2,471-46.6% |
| Participant deferral / active EE | $3,121 | $2,938+6.2% | $3,963-21.2% | $3,740-16.6% |
| Admin fee / account holder | $6,394 | $3,976+60.8% | $5,613+13.9% | $5,306+20.5% |