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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 | $200,299 | $203,483-1.6% | $152,473+31.4% | $167,536+19.6% |
| Participation rate | 68.2% | 82.3%-14.1pp | 78.2%-10.0pp | 82.1%-13.9pp |
| Annual return | 14.67% | 13.80%+0.9pp | 757.59%-742.9pp | 478.82%-464.1pp |
| Employer contribution / active EE | $4,370 | $5,219-16.3% | $4,326+1.0% | $4,839-9.7% |
| Participant deferral / active EE | $6,190 | $6,711-7.8% | $5,817+6.4% | $6,342-2.4% |
| Admin fee / account holder | $14,810 | $22,521-34.2% | $15,811-6.3% | $12,315+20.3% |