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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 | $101,672-8.4% | $147,117-36.7% | $74,478+25.1% |
| Participation rate | 67.3% | 75.5%-8.3pp | 82.2%-14.9pp | 67.2%+0.1pp |
| Annual return | 14.86% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $2,170 | $3,813-43.1% | $4,932-56.0% | $2,626-17.4% |
| Participant deferral / active EE | $5,111 | $7,305-30.0% | $8,065-36.6% | $4,350+17.5% |
| Admin fee / account holder | $3,210 | $1,753+83.1% | $12,993-75.3% | $1,946+65.0% |