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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 | $108,701 | $167,030-34.9% | $135,768-19.9% | $155,188-30.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 9.81% | 678.39%-668.6pp | 526.10%-516.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $21,695 | $4,132+425.0% | $3,394+539.2% | $4,248+410.7% |
| Participant deferral / active EE | $20,667 | $4,528+356.5% | $3,977+419.6% | $6,531+216.4% |
| Admin fee / account holder | $398 | $8,172-95.1% | $7,048-94.4% | $14,480-97.3% |