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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 | $119,939 | $100,805+19.0% | $86,698+38.3% | $134,532-10.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -10.54% | 29.09%-39.6pp | 35.95%-46.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $2,839 | $3,490-18.7% | $2,837+0.1% | $4,741-40.1% |
| Participant deferral / active EE | $9,042 | $5,339+69.3% | $4,656+94.2% | $6,401+41.3% |
| Admin fee / account holder | $2,271 | $10,925-79.2% | $7,493-69.7% | $11,429-80.1% |