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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 | $171,318 | $175,231-2.2% | $149,696+14.4% | $139,466+22.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 38.63% | 166.77%-128.1pp | 134.46%-95.8pp | 373.66%-335.0pp |
| Employer contribution / active EE | $3,200 | $5,478-41.6% | $4,821-33.6% | $4,754-32.7% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $390 | $16,155-97.6% | $13,212-97.1% | $11,409-96.6% |