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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 | $80,283 | $202,342-60.3% | $172,753-53.5% | $152,909-47.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 1277.95% | 1029.88%+248.1pp | 803.00%+474.9pp | 345.46%+932.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,268 | $5,948+5.4% | $5,198+20.6% | $5,851+7.1% |
| Admin fee / account holder | $2,337 | $17,112-86.3% | $13,956-83.3% | $11,601-79.9% |