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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 | $57,859 | $201,370-71.3% | $184,256-68.6% | $145,897-60.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 61.53% | 29.05%+32.5pp | 28.85%+32.7pp | 552.29%-490.8pp |
| Employer contribution / active EE | $3,134 | $7,024-55.4% | $6,427-51.2% | $4,663-32.8% |
| Participant deferral / active EE | $5,667 | $9,808-42.2% | $9,133-38.0% | $6,689-15.3% |
| Admin fee / account holder | $9,779 | $16,364-40.2% | $13,899-29.6% | $13,390-27.0% |