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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 | $227,399-59.7% | $189,758-51.7% | $198,609-53.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 722.92% | 61.03%+661.9pp | 52.62%+670.3pp | 202.70%+520.2pp |
| Employer contribution / active EE | $2,628 | $5,526-52.4% | $4,767-44.9% | $5,055-48.0% |
| Participant deferral / active EE | $6,483 | $6,837-5.2% | $5,856+10.7% | $6,977-7.1% |
| Admin fee / account holder | $624 | $25,162-97.5% | $20,388-96.9% | $19,030-96.7% |