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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 | $99,800 | $202,342-50.7% | $172,752-42.2% | $152,897-34.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.29% | 1029.83%-1010.5pp | 802.97%-783.7pp | 345.43%-326.1pp |
| Employer contribution / active EE | $4,467 | $5,858-23.7% | $5,144-13.2% | $4,764-6.2% |
| Participant deferral / active EE | $7,250 | $5,948+21.9% | $5,198+39.5% | $5,851+23.9% |
| Admin fee / account holder | $8,587 | $17,111-49.8% | $13,955-38.5% | $11,599-26.0% |