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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 | $93,744 | $90,691+3.4% | $76,119+23.2% | $145,884-35.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.85% | 624.52%-612.7pp | 361.25%-349.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,650 | $3,329-50.4% | $2,693-38.7% | $4,662-64.6% |
| Participant deferral / active EE | $3,064 | $5,167-40.7% | $4,259-28.1% | $6,690-54.2% |
| Admin fee / account holder | $705 | $8,383-91.6% | $6,421-89.0% | $13,392-94.7% |