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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 | $87,564 | $102,382-14.5% | $147,005-40.4% | $80,874+8.3% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.2%-15.9pp | 67.6%-1.4pp |
| Annual return | 17.23% | 134.89%-117.7pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $2,253 | $3,715-39.4% | $4,934-54.3% | $2,756-18.3% |
| Participant deferral / active EE | $4,645 | $6,646-30.1% | $8,070-42.4% | $4,297+8.1% |
| Admin fee / account holder | $454 | $7,942-94.3% | $13,006-96.5% | $6,935-93.5% |