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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 | $67,304 | $58,234+15.6% | $81,783-17.7% | $80,874-16.8% |
| Participation rate | 67.9% | 63.4%+4.4pp | 72.4%-4.5pp | 67.6%+0.2pp |
| Annual return | 15.56% | 41.70%-26.1pp | 775.05%-759.5pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,732 | $2,341+59.4% | $2,913+28.1% | $2,756+35.4% |
| Participant deferral / active EE | $5,938 | $3,283+80.9% | $4,320+37.4% | $4,297+38.2% |
| Admin fee / account holder | $1,288 | $4,982-74.1% | $7,380-82.5% | $6,935-81.4% |