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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 | $106,654 | $107,941-1.2% | $91,994+15.9% | $152,897-30.2% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 31.33% | 89.28%-57.9pp | 69.04%-37.7pp | 345.43%-314.1pp |
| Employer contribution / active EE | $2,180 | $4,212-48.2% | $3,453-36.9% | $4,764-54.2% |
| Participant deferral / active EE | $10,995 | $6,366+72.7% | $5,924+85.6% | $5,851+87.9% |
| Admin fee / account holder | $4,070 | $10,521-61.3% | $7,744-47.4% | $11,599-64.9% |