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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 | $159,978-20.1% | $147,041-13.1% | $145,978-12.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 15.62% | 98.36%-82.7pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $9,158 | $5,288+73.2% | $4,935+85.6% | $4,662+96.5% |
| Participant deferral / active EE | $14,535 | $8,429+72.4% | $8,071+80.1% | $6,690+117.3% |
| Admin fee / account holder | $35,395 | $15,053+135.1% | $13,006+172.1% | $13,400+164.1% |