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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 | $103,073 | $69,252+48.8% | $64,099+60.8% | $139,456-26.1% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 19.65% | 45.89%-26.2pp | 33.70%-14.0pp | 373.45%-353.8pp |
| Employer contribution / active EE | $3,170 | $3,184-0.4% | $2,748+15.3% | $4,753-33.3% |
| Participant deferral / active EE | $7,795 | $4,683+66.4% | $3,881+100.8% | $6,711+16.1% |
| Admin fee / account holder | $309 | $4,248-92.7% | $3,070-89.9% | $11,407-97.3% |