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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 | $26,089 | $183,516-85.8% | $155,534-83.2% | $145,884-82.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 1573.68% | 61.43%+1512.3pp | 64.92%+1508.8pp | 551.85%+1021.8pp |
| Employer contribution / active EE | $4,193 | $5,315-21.1% | $4,675-10.3% | $4,662-10.1% |
| Participant deferral / active EE | $6,307 | $6,467-2.5% | $5,630+12.0% | $6,690-5.7% |
| Admin fee / account holder | $2,861 | $19,293-85.2% | $15,900-82.0% | $13,392-78.6% |