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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 | $119,758 | $150,412-20.4% | $120,574-0.7% | $145,884-17.9% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 13.23% | 154.50%-141.3pp | 107.42%-94.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,802 | $4,355-58.6% | $3,471-48.1% | $4,662-61.3% |
| Participant deferral / active EE | $8,958 | $6,175+45.1% | $4,996+79.3% | $6,690+33.9% |
| Admin fee / account holder | $1,540 | $12,224-87.4% | $9,445-83.7% | $13,392-88.5% |