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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 | $106,433 | $175,259-39.3% | $149,723-28.9% | $139,487-23.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.87% | 166.82%-147.0pp | 134.50%-114.6pp | 373.84%-354.0pp |
| Employer contribution / active EE | $4,353 | $5,478-20.5% | $4,821-9.7% | $4,755-8.5% |
| Participant deferral / active EE | $16,168 | $6,522+147.9% | $5,682+184.5% | $6,713+140.9% |
| Admin fee / account holder | $390 | $16,158-97.6% | $13,215-97.1% | $11,407-96.6% |