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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 | $126,073 | $198,461-36.5% | $170,436-26.0% | $147,585-14.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.15% | 257.30%-240.2pp | 205.94%-188.8pp | 578.57%-561.4pp |
| Employer contribution / active EE | $2,621 | $6,184-57.6% | $5,433-51.8% | $4,876-46.3% |
| Participant deferral / active EE | $7,996 | $5,629+42.0% | $4,939+61.9% | $5,439+47.0% |
| Admin fee / account holder | $21,954 | $16,852+30.3% | $13,880+58.2% | $10,885+101.7% |