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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 | $86,357 | $76,368+13.1% | $67,681+27.6% | $154,746-44.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 16.28% | 1066.77%-1050.5pp | 590.58%-574.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $7,919 | $3,151+151.3% | $2,678+195.7% | $4,379+80.8% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,042 | $8,559-64.5% | $6,100-50.1% | $14,365-78.8% |