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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 | $120,540 | $209,422-42.4% | $178,503-32.5% | $158,982-24.2% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 27.72% | 188.81%-161.1pp | 151.12%-123.4pp | 302.99%-275.3pp |
| Employer contribution / active EE | $2,198 | $5,707-61.5% | $5,011-56.1% | $4,763-53.9% |
| Participant deferral / active EE | $6,114 | $5,955+2.7% | $5,202+17.5% | $5,983+2.2% |
| Admin fee / account holder | $495 | $17,079-97.1% | $13,987-96.5% | $11,252-95.6% |