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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 | $97,448 | $160,070-39.1% | $147,117-33.8% | $145,897-33.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.61% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,628 | $5,285+6.5% | $4,932+14.1% | $4,663+20.7% |
| Participant deferral / active EE | $12,000 | $8,419+42.5% | $8,065+48.8% | $6,689+79.4% |
| Admin fee / account holder | $2,714 | $15,035-81.9% | $12,993-79.1% | $13,390-79.7% |