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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 | $94,552 | $54,357+73.9% | $82,706+14.3% | $68,495+38.0% |
| Participation rate | 67.3% | 63.9%+3.3pp | 72.6%-5.3pp | 67.9%-0.6pp |
| Annual return | -15.55% | -13.67%-1.9pp | 701.76%-717.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,385 | $2,218+52.6% | $3,007+12.6% | $2,596+30.4% |
| Participant deferral / active EE | $5,368 | $3,246+65.4% | $4,394+22.2% | $4,028+33.3% |
| Admin fee / account holder | $6,292 | $4,396+43.1% | $5,329+18.1% | $5,403+16.5% |