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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 | $88,754+4.9% | $81,820+13.8% | $145,877-36.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.05% | 1031.77%-1013.7pp | 777.93%-759.9pp | 551.28%-533.2pp |
| Employer contribution / active EE | $3,139 | $3,085+1.7% | $2,915+7.7% | $4,663-32.7% |
| Participant deferral / active EE | $6,264 | $4,648+34.8% | $4,323+44.9% | $6,691-6.4% |
| Admin fee / account holder | $37,357 | $8,424+343.5% | $7,391+405.5% | $13,402+178.7% |