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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 | $172,111-46.7% | $150,298-39.0% | $137,256-33.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 722.92% | 69.37%+653.5pp | 62.79%+660.1pp | 220.34%+502.6pp |
| Employer contribution / active EE | $2,628 | $4,636-43.3% | $4,154-36.7% | $4,156-36.8% |
| Participant deferral / active EE | $6,483 | $6,166+5.1% | $5,453+18.9% | $6,407+1.2% |
| Admin fee / account holder | $624 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |