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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 | $92,291 | $148,623-37.9% | $135,974-32.1% | $139,466-33.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.10% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $2,215 | $5,246-57.8% | $4,859-54.4% | $4,754-53.4% |
| Participant deferral / active EE | $11,350 | $8,103+40.1% | $7,760+46.3% | $6,712+69.1% |
| Admin fee / account holder | $2,390 | $12,406-80.7% | $10,767-77.8% | $11,409-79.0% |