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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 | $120,406 | $88,702+35.7% | $81,780+47.2% | $145,978-17.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.26% | 1029.12%-1017.9pp | 776.27%-765.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $8,173 | $3,084+165.0% | $2,914+180.5% | $4,662+75.3% |
| Participant deferral / active EE | $6,376 | $4,645+37.3% | $4,321+47.6% | $6,690-4.7% |
| Admin fee / account holder | $556 | $8,414-93.4% | $7,384-92.5% | $13,400-95.9% |