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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 | $92,487 | $111,785-17.3% | $93,669-1.3% | $145,877-36.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 19.37% | 203.79%-184.4pp | 133.59%-114.2pp | 551.28%-531.9pp |
| Employer contribution / active EE | $3,173 | $3,096+2.5% | $2,424+30.9% | $4,663-32.0% |
| Participant deferral / active EE | $4,472 | $4,919-9.1% | $4,416+1.3% | $6,691-33.2% |
| Admin fee / account holder | $387 | $10,256-96.2% | $8,291-95.3% | $13,402-97.1% |