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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 | $96,295 | $102,978-6.5% | $90,287+6.7% | $152,870-37.0% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.4%-13.2pp |
| Annual return | 21.12% | 95.17%-74.1pp | 78.10%-57.0pp | 345.34%-324.2pp |
| Employer contribution / active EE | $5,424 | $3,139+72.8% | $2,855+90.0% | $4,763+13.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,958 | $6,171+93.8% | $5,351+123.5% | $11,597+3.1% |