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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 | $133,512 | $148,623-10.2% | $135,974-1.8% | $139,466-4.3% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 18.31% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.4pp |
| Employer contribution / active EE | $7,463 | $5,246+42.2% | $4,859+53.6% | $4,754+57.0% |
| Participant deferral / active EE | $18,227 | $8,103+125.0% | $7,760+134.9% | $6,712+171.6% |
| Admin fee / account holder | $50,412 | $12,406+306.4% | $10,767+368.2% | $11,409+341.9% |