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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 | $110,924 | $99,011+12.0% | $86,582+28.1% | $147,586-24.8% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 20.11% | 1312.75%-1292.6pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,913 | $3,132-38.9% | $2,839-32.6% | $4,876-60.8% |
| Participant deferral / active EE | $3,925 | $3,972-1.2% | $3,609+8.8% | $5,439-27.8% |
| Admin fee / account holder | $5,744 | $5,709+0.6% | $4,904+17.1% | $10,886-47.2% |