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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 | $100,089 | $91,167+9.8% | $178,498-43.9% | $79,858+25.3% |
| Participation rate | 68.6% | 69.2%-0.6pp | 81.9%-13.4pp | 69.6%-1.1pp |
| Annual return | 175.12% | 24.19%+150.9pp | 151.09%+24.0pp | 31.72%+143.4pp |
| Employer contribution / active EE | $1,305 | $3,255-59.9% | $5,011-74.0% | $2,471-47.2% |
| Participant deferral / active EE | $3,422 | $3,236+5.8% | $5,202-34.2% | $3,740-8.5% |
| Admin fee / account holder | $973 | $6,747-85.6% | $13,985-93.0% | $5,306-81.7% |