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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 | $79,365 | $198,457-60.0% | $170,435-53.4% | $147,586-46.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.41% | 257.30%-234.9pp | 205.94%-183.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $4,514 | $6,183-27.0% | $5,432-16.9% | $4,876-7.4% |
| Participant deferral / active EE | $7,434 | $5,629+32.1% | $4,939+50.5% | $5,439+36.7% |
| Admin fee / account holder | $499 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |