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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 | $240,101 | $156,927+53.0% | $121,169+98.2% | $139,456+72.2% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.5%-14.0pp | 80.3%-24.8pp |
| Annual return | 13.85% | 1475.85%-1462.0pp | 986.71%-972.9pp | 373.45%-359.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,867 | $4,848+62.3% | $4,083+92.7% | $6,711+17.2% |
| Admin fee / account holder | $997 | $6,946-85.6% | $5,645-82.3% | $11,407-91.3% |