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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 | $102,125 | $185,312-44.9% | $161,489-36.8% | $154,746-34.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 521.26% | 103.84%+417.4pp | 89.72%+431.5pp | 172.34%+348.9pp |
| Employer contribution / active EE | $1,342 | $4,769-71.9% | $4,268-68.6% | $4,379-69.4% |
| Participant deferral / active EE | $6,914 | $6,350+8.9% | $5,630+22.8% | $6,730+2.7% |
| Admin fee / account holder | $742 | $18,654-96.0% | $16,006-95.4% | $14,365-94.8% |