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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 | $69,766 | $202,342-65.5% | $172,752-59.6% | $152,897-54.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.97% | 1029.83%-1005.9pp | 802.97%-779.0pp | 345.43%-321.5pp |
| Employer contribution / active EE | $6,127 | $5,858+4.6% | $5,144+19.1% | $4,764+28.6% |
| Participant deferral / active EE | $5,131 | $5,948-13.7% | $5,198-1.3% | $5,851-12.3% |
| Admin fee / account holder | $636 | $17,111-96.3% | $13,955-95.4% | $11,599-94.5% |