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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 | $230,601 | $202,345+14.0% | $172,755+33.5% | $152,885+50.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 23.11% | 1029.77%-1006.7pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $3,632 | $5,858-38.0% | $5,144-29.4% | $4,763-23.7% |
| Participant deferral / active EE | $6,773 | $5,948+13.9% | $5,198+30.3% | $5,851+15.8% |
| Admin fee / account holder | $3,054 | $17,111-82.2% | $13,955-78.1% | $11,598-73.7% |