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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 | $127,818 | $160,070-20.1% | $147,117-13.1% | $145,897-12.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 15.62% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $9,158 | $5,285+73.3% | $4,932+85.7% | $4,663+96.4% |
| Participant deferral / active EE | $14,535 | $8,419+72.6% | $8,065+80.2% | $6,689+117.3% |
| Admin fee / account holder | $35,395 | $15,035+135.4% | $12,993+172.4% | $13,390+164.3% |