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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 | $78,452 | $209,428-62.5% | $178,498-56.0% | $158,950-50.6% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 18.68% | 188.78%-170.1pp | 151.09%-132.4pp | 302.91%-284.2pp |
| Employer contribution / active EE | $5,156 | $5,707-9.7% | $5,011+2.9% | $4,762+8.3% |
| Participant deferral / active EE | $30,000 | $5,955+403.8% | $5,202+476.7% | $5,983+401.4% |
| Admin fee / account holder | $3,608 | $17,077-78.9% | $13,985-74.2% | $11,248-67.9% |