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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 | $106,092 | $96,678+9.7% | $86,640+22.5% | $139,466-23.9% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 16.23% | 106.69%-90.5pp | 592.52%-576.3pp | 373.66%-357.4pp |
| Employer contribution / active EE | $4,168 | $3,265+27.6% | $3,024+37.8% | $4,754-12.3% |
| Participant deferral / active EE | $4,840 | $4,837+0.1% | $4,438+9.0% | $6,712-27.9% |
| Admin fee / account holder | $1,893 | $6,410-70.5% | $5,616-66.3% | $11,409-83.4% |