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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 | $93,109 | $88,702+5.0% | $81,780+13.9% | $145,978-36.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.05% | 1029.12%-1011.1pp | 776.27%-758.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $3,139 | $3,084+1.8% | $2,914+7.7% | $4,662-32.7% |
| Participant deferral / active EE | $6,264 | $4,645+34.9% | $4,321+45.0% | $6,690-6.4% |
| Admin fee / account holder | $37,357 | $8,414+344.0% | $7,384+405.9% | $13,400+178.8% |