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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 | $218,221 | $98,776+120.9% | $149,745+45.7% | $79,856+173.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 448.36% | 27.38%+421.0pp | 276.72%+171.6pp | 31.71%+416.7pp |
| Employer contribution / active EE | $6,445 | $3,217+100.3% | $4,646+38.7% | $2,471+160.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,099 | $6,053-48.8% | $9,312-66.7% | $5,306-41.6% |