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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 | $85,365 | $175,257-51.3% | $149,717-43.0% | $139,456-38.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 17.27% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.2pp |
| Employer contribution / active EE | $7,533 | $5,477+37.5% | $4,820+56.3% | $4,753+58.5% |
| Participant deferral / active EE | $6,675 | $6,521+2.4% | $5,682+17.5% | $6,711-0.5% |
| Admin fee / account holder | $1,704 | $16,156-89.5% | $13,213-87.1% | $11,407-85.1% |