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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 | $19,811 | $175,231-88.7% | $149,696-86.8% | $139,466-85.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 28.64% | 166.77%-138.1pp | 134.46%-105.8pp | 373.66%-345.0pp |
| Employer contribution / active EE | $8,345 | $5,478+52.3% | $4,821+73.1% | $4,754+75.5% |
| Participant deferral / active EE | $9,346 | $6,521+43.3% | $5,682+64.5% | $6,712+39.2% |
| Admin fee / account holder | $2,265 | $16,155-86.0% | $13,212-82.9% | $11,409-80.1% |