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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 | $93,165 | $101,591-8.3% | $147,096-36.7% | $74,429+25.2% |
| Participation rate | 67.3% | 75.5%-8.3pp | 82.2%-14.9pp | 67.2%+0.1pp |
| Annual return | 14.86% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,170 | $3,813-43.1% | $4,936-56.0% | $2,625-17.3% |
| Participant deferral / active EE | $5,111 | $7,302-30.0% | $8,071-36.7% | $4,348+17.5% |
| Admin fee / account holder | $3,210 | $1,750+83.4% | $13,005-75.3% | $1,944+65.1% |