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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 | $117,224 | $109,863+6.7% | $98,477+19.0% | $167,518-30.0% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 18.25% | 1958.09%-1939.8pp | 1493.59%-1475.3pp | 478.71%-460.5pp |
| Employer contribution / active EE | $2,578 | $3,225-20.1% | $2,961-12.9% | $4,838-46.7% |
| Participant deferral / active EE | $6,557 | $4,673+40.3% | $4,276+53.3% | $6,342+3.4% |
| Admin fee / account holder | $2,990 | $6,755-55.7% | $5,951-49.8% | $12,312-75.7% |