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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 | $120,856 | $176,077-31.4% | $159,455-24.2% | $167,518-27.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.57% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.1pp |
| Employer contribution / active EE | $5,762 | $5,298+8.8% | $4,830+19.3% | $4,838+19.1% |
| Participant deferral / active EE | $3,522 | $7,751-54.6% | $7,353-52.1% | $6,342-44.5% |
| Admin fee / account holder | $1,139 | $12,556-90.9% | $10,800-89.5% | $12,312-90.7% |