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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 | $15,372 | $54,357-71.7% | $82,706-81.4% | $68,495-77.6% |
| Participation rate | 67.7% | 63.9%+3.8pp | 72.6%-4.8pp | 67.9%-0.1pp |
| Annual return | 121.08% | -13.67%+134.8pp | 701.76%-580.7pp | -7.84%+128.9pp |
| Employer contribution / active EE | $3,260 | $2,218+47.0% | $3,007+8.4% | $2,596+25.6% |
| Participant deferral / active EE | $4,528 | $3,246+39.5% | $4,394+3.1% | $4,028+12.4% |
| Admin fee / account holder | $2,424 | $4,396-44.9% | $5,329-54.5% | $5,403-55.1% |