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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 | $136,500 | $169,356-19.4% | $129,406+5.5% | $145,897-6.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 19.66% | 14418.62%-14399.0pp | 9468.18%-9448.5pp | 552.29%-532.6pp |
| Employer contribution / active EE | $2,080 | $5,542-62.5% | $4,155-49.9% | $4,663-55.4% |
| Participant deferral / active EE | $15,333 | $4,987+207.5% | $4,167+267.9% | $6,689+129.2% |
| Admin fee / account holder | $1,508 | $9,915-84.8% | $7,689-80.4% | $13,390-88.7% |