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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 | $142,095 | $183,988-22.8% | $162,177-12.4% | $152,897-7.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 22.60% | 150.79%-128.2pp | 115.60%-93.0pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,265 | $6,370-64.4% | $5,613-59.6% | $4,764-52.5% |
| Participant deferral / active EE | $11,874 | $8,032+47.8% | $7,297+62.7% | $5,851+102.9% |
| Admin fee / account holder | $1,301 | $13,123-90.1% | $10,843-88.0% | $11,599-88.8% |