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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 | $98,378 | $175,231-43.9% | $149,696-34.3% | $139,466-29.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.17% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $7,280 | $5,478+32.9% | $4,821+51.0% | $4,754+53.1% |
| Participant deferral / active EE | $15,675 | $6,521+140.4% | $5,682+175.9% | $6,712+133.5% |
| Admin fee / account holder | $606 | $16,155-96.3% | $13,212-95.4% | $11,409-94.7% |