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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 | $76,634 | $202,342-62.1% | $172,753-55.6% | $152,909-49.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.10% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,697 | $5,857-71.0% | $5,144-67.0% | $4,764-64.4% |
| Participant deferral / active EE | $5,902 | $5,948-0.8% | $5,198+13.6% | $5,851+0.9% |
| Admin fee / account holder | $1,891 | $17,112-88.9% | $13,956-86.4% | $11,601-83.7% |