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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 | $89,087 | $175,231-49.2% | $149,696-40.5% | $139,466-36.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 37.86% | 166.77%-128.9pp | 134.46%-96.6pp | 373.66%-335.8pp |
| Employer contribution / active EE | $8,710 | $5,478+59.0% | $4,821+80.7% | $4,754+83.2% |
| Participant deferral / active EE | $11,173 | $6,521+71.3% | $5,682+96.6% | $6,712+66.5% |
| Admin fee / account holder | $679 | $16,155-95.8% | $13,212-94.9% | $11,409-94.1% |