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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 | $110,251 | $159,978-31.1% | $147,041-25.0% | $145,978-24.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.89% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $7,049 | $5,288+33.3% | $4,935+42.8% | $4,662+51.2% |
| Participant deferral / active EE | $7,457 | $8,429-11.5% | $8,071-7.6% | $6,690+11.5% |
| Admin fee / account holder | $60,333 | $15,053+300.8% | $13,006+363.9% | $13,400+350.2% |