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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 | $96,281 | $106,008-9.2% | $92,240+4.4% | $147,586-34.8% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.5%-24.1pp | 82.8%-30.4pp |
| Annual return | 12.64% | 50.05%-37.4pp | 176.29%-163.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,252 | $4,333-71.1% | $3,680-66.0% | $4,876-74.3% |
| Participant deferral / active EE | $4,879 | $4,478+9.0% | $3,897+25.2% | $5,439-10.3% |
| Admin fee / account holder | $5,362 | $6,333-15.3% | $5,194+3.2% | $10,886-50.7% |