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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 | $91,652 | $185,312-50.5% | $161,489-43.2% | $154,746-40.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 722.92% | 103.84%+619.1pp | 89.72%+633.2pp | 172.34%+550.6pp |
| Employer contribution / active EE | $2,628 | $4,769-44.9% | $4,268-38.4% | $4,379-40.0% |
| Participant deferral / active EE | $6,483 | $6,350+2.1% | $5,630+15.2% | $6,730-3.7% |
| Admin fee / account holder | $624 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |