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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 | $206,321 | $159,978+29.0% | $147,041+40.3% | $145,978+41.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 19.58% | 98.36%-78.8pp | 419.21%-399.6pp | 550.52%-530.9pp |
| Employer contribution / active EE | $2,835 | $5,288-46.4% | $4,935-42.6% | $4,662-39.2% |
| Participant deferral / active EE | $8,786 | $8,429+4.2% | $8,071+8.9% | $6,690+31.3% |
| Admin fee / account holder | $77,476 | $15,053+414.7% | $13,006+495.7% | $13,400+478.2% |