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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 | $248,653 | $150,446+65.3% | $136,297+82.4% | $147,585+68.5% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 20.15% | 1049.14%-1029.0pp | 5156.19%-5136.0pp | 578.58%-558.4pp |
| Employer contribution / active EE | $2,274 | $5,256-56.7% | $4,696-51.6% | $4,876-53.4% |
| Participant deferral / active EE | $5,603 | $6,631-15.5% | $6,247-10.3% | $5,439+3.0% |
| Admin fee / account holder | $1,661 | $10,906-84.8% | $9,244-82.0% | $10,886-84.7% |