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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 | $224,752 | $168,635+33.3% | $147,617+52.3% | $125,389+79.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.75% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $4,151 | $6,252-33.6% | $5,564-25.4% | $4,866-14.7% |
| Participant deferral / active EE | $10,500 | $5,507+90.7% | $4,895+114.5% | $5,352+96.2% |
| Admin fee / account holder | $11,458 | $13,580-15.6% | $11,612-1.3% | $9,541+20.1% |