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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 | $60,139+74.7% | $90,461+16.2% | $79,856+31.6% |
| Participation rate | 68.9% | 65.0%+3.9pp | 72.7%-3.8pp | 69.6%-0.8pp |
| Annual return | 20.38% | 71.96%-51.6pp | 1294.76%-1274.4pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,318 | $2,069-36.3% | $3,264-59.6% | $2,471-46.7% |
| Participant deferral / active EE | $3,121 | $2,939+6.2% | $3,964-21.3% | $3,741-16.6% |
| Admin fee / account holder | $6,394 | $3,978+60.7% | $5,617+13.8% | $5,306+20.5% |