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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 | $85,344 | $108,695-21.5% | $74,722+14.2% | $152,897-44.2% |
| Participation rate | 61.5% | 65.4%-3.8pp | 54.5%+7.1pp | 82.5%-20.9pp |
| Annual return | 20.51% | 114.11%-93.6pp | 753.11%-732.6pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,805 | $1,504+20.0% | $1,084+66.5% | $4,764-62.1% |
| Participant deferral / active EE | $3,971 | $2,712+46.4% | $1,963+102.2% | $5,851-32.1% |
| Admin fee / account holder | $3,102 | $4,906-36.8% | $3,335-7.0% | $11,599-73.3% |