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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 | $79,853 | $175,259-54.4% | $149,723-46.7% | $139,487-42.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 25.18% | 166.82%-141.6pp | 134.50%-109.3pp | 373.84%-348.7pp |
| Employer contribution / active EE | $9,952 | $5,478+81.7% | $4,821+106.4% | $4,755+109.3% |
| Participant deferral / active EE | $3,950 | $6,522-39.4% | $5,682-30.5% | $6,713-41.2% |
| Admin fee / account holder | $433 | $16,158-97.3% | $13,215-96.7% | $11,407-96.2% |