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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 | $150,410 | $202,342-25.7% | $172,752-12.9% | $152,897-1.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.56% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $2,731 | $5,858-53.4% | $5,144-46.9% | $4,764-42.7% |
| Participant deferral / active EE | $6,061 | $5,948+1.9% | $5,198+16.6% | $5,851+3.6% |
| Admin fee / account holder | $2,560 | $17,111-85.0% | $13,955-81.7% | $11,599-77.9% |