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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 | $42,467 | $198,462-78.6% | $170,439-75.1% | $147,585-71.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 16.62% | 257.30%-240.7pp | 205.94%-189.3pp | 578.58%-562.0pp |
| Employer contribution / active EE | $2,026 | $6,184-67.2% | $5,433-62.7% | $4,876-58.5% |
| Participant deferral / active EE | $5,776 | $5,629+2.6% | $4,939+16.9% | $5,439+6.2% |
| Admin fee / account holder | $2,589 | $16,852-84.6% | $13,881-81.3% | $10,886-76.2% |