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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 | $104,120 | $157,304-33.8% | $141,197-26.3% | $152,909-31.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.17% | 64.34%-41.2pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $14,578 | $5,263+177.0% | $4,736+207.8% | $4,764+206.0% |
| Participant deferral / active EE | $7,590 | $7,111+6.7% | $6,710+13.1% | $5,851+29.7% |
| Admin fee / account holder | $796 | $12,126-93.4% | $10,265-92.3% | $11,601-93.1% |