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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 | $77,882 | $70,366+10.7% | $66,674+16.8% | $138,895-43.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 16.51% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,126 | $2,765+13.0% | $2,620+19.3% | $4,194-25.5% |
| Participant deferral / active EE | $2,634 | $4,374-39.8% | $4,084-35.5% | $6,396-58.8% |
| Admin fee / account holder | $12,155 | $5,262+131.0% | $5,098+138.4% | $12,562-3.2% |