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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 | $101,026 | $202,460-50.1% | $169,385-40.4% | $139,456-27.6% |
| Participation rate | 68.8% | 81.1%-12.3pp | 77.2%-8.4pp | 80.3%-11.6pp |
| Annual return | 21.06% | 532.07%-511.0pp | 405.82%-384.8pp | 373.45%-352.4pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,362 | $6,938+34.9% | $6,221+50.5% | $6,711+39.5% |
| Admin fee / account holder | $2,180 | $10,719-79.7% | $9,011-75.8% | $11,407-80.9% |