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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 | $117,739 | $202,342-41.8% | $172,752-31.8% | $152,897-23.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.33% | 1029.83%-1016.5pp | 802.97%-789.6pp | 345.43%-332.1pp |
| Employer contribution / active EE | $4,420 | $5,858-24.5% | $5,144-14.1% | $4,764-7.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $1,245 | $17,111-92.7% | $13,955-91.1% | $11,599-89.3% |