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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 | $106,945 | $129,737-17.6% | $119,126-10.2% | $154,746-30.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 12.21% | 379.08%-366.9pp | 282.11%-269.9pp | 172.34%-160.1pp |
| Employer contribution / active EE | $3,681 | $4,375-15.9% | $4,034-8.7% | $4,379-15.9% |
| Participant deferral / active EE | $11,273 | $5,842+93.0% | $5,318+112.0% | $6,730+67.5% |
| Admin fee / account holder | $75,917 | $11,961+534.7% | $10,693+610.0% | $14,365+428.5% |