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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 | $92,596 | $100,060-7.5% | $149,721-38.2% | $70,126+32.0% |
| Participation rate | 58.6% | 83.6%-25.0pp | 87.1%-28.4pp | 69.5%-10.9pp |
| Annual return | 16.29% | 27.46%-11.2pp | 1501.67%-1485.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $5,701 | $3,661+55.7% | $5,444+4.7% | $2,343+143.4% |
| Participant deferral / active EE | $6,409 | $4,982+28.6% | $6,568-2.4% | $3,332+92.4% |
| Admin fee / account holder | $6,667 | $8,285-19.5% | $11,282-40.9% | $4,645+43.5% |