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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 | $95,071 | $88,754+7.1% | $81,820+16.2% | $145,877-34.8% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 12.06% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,397 | $3,085-22.3% | $2,915-17.8% | $4,663-48.6% |
| Participant deferral / active EE | $8,958 | $4,648+92.7% | $4,323+107.2% | $6,691+33.9% |
| Admin fee / account holder | $1,467 | $8,424-82.6% | $7,391-80.1% | $13,402-89.1% |