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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 | $122,391 | $169,356-27.7% | $129,406-5.4% | $145,897-16.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 12.25% | 14418.62%-14406.4pp | 9468.18%-9455.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,257 | $5,542-59.3% | $4,155-45.7% | $4,663-51.6% |
| Participant deferral / active EE | $6,966 | $4,987+39.7% | $4,167+67.2% | $6,689+4.1% |
| Admin fee / account holder | $524 | $9,915-94.7% | $7,689-93.2% | $13,390-96.1% |