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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 | $67,792 | $65,440+3.6% | $98,506-31.2% | $85,851-21.0% |
| Participation rate | 69.0% | 65.0%+3.9pp | 73.3%-4.4pp | 69.3%-0.4pp |
| Annual return | 13.73% | 21.75%-8.0pp | 1494.92%-1481.2pp | 318.63%-304.9pp |
| Employer contribution / active EE | $965 | $2,169-55.5% | $2,961-67.4% | $2,565-62.4% |
| Participant deferral / active EE | $5,368 | $3,168+69.5% | $4,277+25.5% | $3,952+35.8% |
| Admin fee / account holder | $27,364 | $4,596+495.4% | $5,955+359.5% | $6,261+337.1% |