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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 | $74,469 | $49,199+51.4% | $121,210-38.6% | $75,177-0.9% |
| Participation rate | 64.6% | 55.4%+9.2pp | 69.5%-4.9pp | 67.2%-2.6pp |
| Annual return | 19.25% | 56.04%-36.8pp | 987.41%-968.2pp | 160.75%-141.5pp |
| Employer contribution / active EE | $2,980 | $1,547+92.6% | $4,171-28.6% | $2,671+11.6% |
| Participant deferral / active EE | $4,412 | $2,630+67.8% | $4,084+8.0% | $4,126+6.9% |
| Admin fee / account holder | $4,885 | $3,946+23.8% | $5,647-13.5% | $5,651-13.6% |