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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 | $94,759 | $202,326-53.2% | $172,745-45.1% | $152,870-38.0% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 29.52% | 1029.72%-1000.2pp | 802.90%-773.4pp | 345.34%-315.8pp |
| Employer contribution / active EE | $2,466 | $5,858-57.9% | $5,144-52.1% | $4,763-48.2% |
| Participant deferral / active EE | $8,579 | $5,948+44.2% | $5,197+65.1% | $5,850+46.6% |
| Admin fee / account holder | $1,232 | $17,110-92.8% | $13,954-91.2% | $11,597-89.4% |