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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 | $127,570 | $96,388+32.4% | $80,627+58.2% | $139,466-8.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 31.69% | 1352.08%-1320.4pp | 936.76%-905.1pp | 373.66%-342.0pp |
| Employer contribution / active EE | $3,350 | $3,260+2.8% | $2,723+23.1% | $4,754-29.5% |
| Participant deferral / active EE | $10,458 | $5,224+100.2% | $4,443+135.4% | $6,712+55.8% |
| Admin fee / account holder | $907 | $6,603-86.3% | $5,381-83.1% | $11,409-92.1% |