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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 | $109,471 | $175,231-37.5% | $149,696-26.9% | $139,466-21.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.74% | 166.77%-144.0pp | 134.46%-111.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $7,972 | $5,478+45.5% | $4,821+65.4% | $4,754+67.7% |
| Participant deferral / active EE | $11,050 | $6,521+69.4% | $5,682+94.5% | $6,712+64.6% |
| Admin fee / account holder | $7,148 | $16,155-55.8% | $13,212-45.9% | $11,409-37.3% |