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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 | $83,785 | $201,372-58.4% | $184,260-54.5% | $145,884-42.6% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 324.07% | 29.04%+295.0pp | 28.84%+295.2pp | 551.85%-227.8pp |
| Employer contribution / active EE | $1,966 | $7,024-72.0% | $6,427-69.4% | $4,662-57.8% |
| Participant deferral / active EE | $6,684 | $9,808-31.8% | $9,133-26.8% | $6,690-0.1% |
| Admin fee / account holder | $1,812 | $16,362-88.9% | $13,898-87.0% | $13,392-86.5% |