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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 | $99,093 | $110,337-10.2% | $102,383-3.2% | $145,877-32.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 51.76% | 24.83%+26.9pp | 24.94%+26.8pp | 551.28%-499.5pp |
| Employer contribution / active EE | $4,166 | $4,216-1.2% | $3,870+7.6% | $4,663-10.7% |
| Participant deferral / active EE | $6,889 | $5,621+22.6% | $5,060+36.1% | $6,691+3.0% |
| Admin fee / account holder | $1,795 | $9,750-81.6% | $8,391-78.6% | $13,402-86.6% |