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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 | $103,199 | $209,425-50.7% | $178,499-42.2% | $158,966-35.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.74% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.2pp |
| Employer contribution / active EE | $11,575 | $5,707+102.8% | $5,011+131.0% | $4,762+143.0% |
| Participant deferral / active EE | $7,030 | $5,955+18.0% | $5,202+35.1% | $5,983+17.5% |
| Admin fee / account holder | $1,606 | $17,078-90.6% | $13,986-88.5% | $11,250-85.7% |