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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 | $72,865 | $183,978-60.4% | $162,171-55.1% | $152,885-52.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 47.91% | 150.78%-102.9pp | 115.60%-67.7pp | 345.39%-297.5pp |
| Employer contribution / active EE | $2,287 | $6,370-64.1% | $5,613-59.3% | $4,763-52.0% |
| Participant deferral / active EE | $8,800 | $8,033+9.6% | $7,297+20.6% | $5,851+50.4% |
| Admin fee / account holder | $440 | $13,122-96.6% | $10,843-95.9% | $11,598-96.2% |