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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 | $192,453 | $96,678+99.1% | $86,640+122.1% | $139,466+38.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.15% | 106.69%-91.5pp | 592.52%-577.4pp | 373.66%-358.5pp |
| Employer contribution / active EE | $8,438 | $3,265+158.4% | $3,024+179.0% | $4,754+77.5% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,160 | $6,410-35.1% | $5,616-25.9% | $11,409-63.5% |