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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 | $104,731 | $176,077-40.5% | $159,455-34.3% | $167,518-37.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 25.36% | 331.83%-306.5pp | 263.63%-238.3pp | 478.71%-453.3pp |
| Employer contribution / active EE | $5,200 | $5,298-1.9% | $4,830+7.7% | $4,838+7.5% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $724 | $12,556-94.2% | $10,800-93.3% | $12,312-94.1% |