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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 | $66,430 | $57,305+15.9% | $86,640-23.3% | $75,173-11.6% |
| Participation rate | 65.5% | 63.2%+2.3pp | 71.7%-6.2pp | 67.2%-1.7pp |
| Annual return | 22.63% | 2674.24%-2651.6pp | 592.52%-569.9pp | 160.72%-138.1pp |
| Employer contribution / active EE | $1,297 | $2,316-44.0% | $3,024-57.1% | $2,671-51.4% |
| Participant deferral / active EE | $4,830 | $3,320+45.5% | $4,438+8.8% | $4,126+17.1% |
| Admin fee / account holder | $5,751 | $4,116+39.7% | $5,616+2.4% | $5,651+1.8% |