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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 | $103,038-6.5% | $90,324+6.6% | $152,909-37.0% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.1pp | 82.5%-13.2pp |
| Annual return | 21.12% | 95.25%-74.1pp | 78.15%-57.0pp | 345.46%-324.3pp |
| Employer contribution / active EE | $5,424 | $3,141+72.7% | $2,856+89.9% | $4,764+13.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,958 | $6,177+93.6% | $5,356+123.3% | $11,601+3.1% |