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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 | $68,475 | $154,159-55.6% | $130,026-47.3% | $139,456-50.9% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.9pp | 80.3%-16.7pp |
| Annual return | 101.56% | 32.50%+69.1pp | -137.26%+238.8pp | 373.45%-271.9pp |
| Employer contribution / active EE | $1,617 | $5,292-69.4% | $4,321-62.6% | $4,753-66.0% |
| Participant deferral / active EE | $8,084 | $6,710+20.5% | $5,821+38.9% | $6,711+20.5% |
| Admin fee / account holder | $3,497 | $14,001-75.0% | $10,608-67.0% | $11,407-69.3% |