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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 | $117,269 | $202,342-42.0% | $172,753-32.1% | $152,909-23.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.80% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $3,541 | $5,857-39.5% | $5,144-31.2% | $4,764-25.7% |
| Participant deferral / active EE | $7,305 | $5,948+22.8% | $5,198+40.5% | $5,851+24.8% |
| Admin fee / account holder | $3,088 | $17,112-82.0% | $13,956-77.9% | $11,601-73.4% |