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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 | $31,931 | $211,105-84.9% | $178,449-82.1% | $145,978-78.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 383.55% | 30.19%+353.4pp | 27.09%+356.5pp | 550.52%-167.0pp |
| Employer contribution / active EE | $27,477 | $4,569+501.4% | $3,951+595.5% | $4,662+489.4% |
| Participant deferral / active EE | $15,837 | $6,959+127.6% | $6,277+152.3% | $6,690+136.7% |
| Admin fee / account holder | $2,336 | $12,017-80.6% | $10,362-77.5% | $13,400-82.6% |