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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 | $88,087 | $175,212-49.7% | $149,682-41.2% | $139,427-36.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 31.78% | 166.63%-134.9pp | 134.35%-102.6pp | 373.27%-341.5pp |
| Employer contribution / active EE | $2,019 | $5,475-63.1% | $4,818-58.1% | $4,752-57.5% |
| Participant deferral / active EE | $8,994 | $6,520+38.0% | $5,681+58.3% | $6,711+34.0% |
| Admin fee / account holder | $504 | $16,150-96.9% | $13,210-96.2% | $11,404-95.6% |