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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 | $166,503 | $150,447+10.7% | $136,298+22.2% | $147,586+12.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 18.69% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,842 | $5,256-65.0% | $4,696-60.8% | $4,876-62.2% |
| Participant deferral / active EE | $2,919 | $6,631-56.0% | $6,247-53.3% | $5,439-46.3% |
| Admin fee / account holder | $12,664 | $10,906+16.1% | $9,244+37.0% | $10,886+16.3% |