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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 | $83,288 | $68,398+21.8% | $94,664-12.0% | $75,173+10.8% |
| Participation rate | 55.8% | 76.1%-20.3pp | 80.8%-25.0pp | 67.2%-11.4pp |
| Annual return | 56.88% | 616.72%-559.8pp | 156.84%-100.0pp | 160.72%-103.8pp |
| Employer contribution / active EE | $4,221 | $2,701+56.3% | $3,673+14.9% | $2,671+58.0% |
| Participant deferral / active EE | $7,842 | $6,537+20.0% | $7,417+5.7% | $4,126+90.0% |
| Admin fee / account holder | $4,559 | $5,324-14.4% | $7,222-36.9% | $5,651-19.3% |