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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 | $95,788 | $96,388-0.6% | $80,627+18.8% | $139,466-31.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 11.02% | 1352.08%-1341.1pp | 936.76%-925.7pp | 373.66%-362.6pp |
| Employer contribution / active EE | $2,698 | $3,260-17.2% | $2,723-0.9% | $4,754-43.2% |
| Participant deferral / active EE | $6,333 | $5,224+21.2% | $4,443+42.5% | $6,712-5.7% |
| Admin fee / account holder | $770 | $6,603-88.3% | $5,381-85.7% | $11,409-93.3% |