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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 | $81,044 | $183,978-55.9% | $162,171-50.0% | $152,885-47.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 24.75% | 150.78%-126.0pp | 115.60%-90.9pp | 345.39%-320.6pp |
| Employer contribution / active EE | $5,438 | $6,370-14.6% | $5,613-3.1% | $4,763+14.2% |
| Participant deferral / active EE | $11,917 | $8,033+48.4% | $7,297+63.3% | $5,851+103.7% |
| Admin fee / account holder | $1,597 | $13,122-87.8% | $10,843-85.3% | $11,598-86.2% |