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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 | $195,924 | $129,737+51.0% | $119,126+64.5% | $154,746+26.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.10% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,981 | $4,375-54.7% | $4,034-50.9% | $4,379-54.8% |
| Participant deferral / active EE | $5,505 | $5,842-5.8% | $5,318+3.5% | $6,730-18.2% |
| Admin fee / account holder | $5,151 | $11,961-56.9% | $10,693-51.8% | $14,365-64.1% |