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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 | $199,108 | $217,432-8.4% | $185,851+7.1% | $167,553+18.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 19.08% | 148.43%-129.4pp | 122.11%-103.0pp | 478.89%-459.8pp |
| Employer contribution / active EE | $10,756 | $5,874+83.1% | $5,168+108.1% | $4,840+122.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $352 | $19,820-98.2% | $16,245-97.8% | $12,316-97.1% |