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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 | $95,682 | $80,983+18.2% | $96,544-0.9% | $75,177+27.3% |
| Participation rate | 62.7% | 71.8%-9.1pp | 76.0%-13.3pp | 67.2%-4.5pp |
| Annual return | 210.42% | 27.05%+183.4pp | 25.88%+184.5pp | 160.75%+49.7pp |
| Employer contribution / active EE | $2,993 | $2,282+31.1% | $2,966+0.9% | $2,671+12.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,050 | $6,717-39.7% | $8,254-50.9% | $5,651-28.3% |