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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 | $98,497 | $102,429-3.8% | $147,096-33.0% | $80,925+21.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 80.98% | 135.02%-54.0pp | 419.75%-338.8pp | 35.65%+45.3pp |
| Employer contribution / active EE | $5,997 | $3,716+61.4% | $4,936+21.5% | $2,756+117.6% |
| Participant deferral / active EE | $9,131 | $6,649+37.3% | $8,071+13.1% | $4,299+112.4% |
| Admin fee / account holder | $11,146 | $7,957+40.1% | $13,005-14.3% | $6,940+60.6% |