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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 | $227,760 | $202,342+12.6% | $172,752+31.8% | $152,897+49.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.90% | 1029.83%-1015.9pp | 802.97%-789.1pp | 345.43%-331.5pp |
| Employer contribution / active EE | $3,825 | $5,858-34.7% | $5,144-25.6% | $4,764-19.7% |
| Participant deferral / active EE | $8,425 | $5,948+41.6% | $5,198+62.1% | $5,851+44.0% |
| Admin fee / account holder | $3,560 | $17,111-79.2% | $13,955-74.5% | $11,599-69.3% |