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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 | $187,726 | $175,259+7.1% | $149,723+25.4% | $139,487+34.6% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 47.75% | 166.82%-119.1pp | 134.50%-86.7pp | 373.84%-326.1pp |
| Employer contribution / active EE | $1,861 | $5,478-66.0% | $4,821-61.4% | $4,755-60.9% |
| Participant deferral / active EE | $12,500 | $6,522+91.7% | $5,682+120.0% | $6,713+86.2% |
| Admin fee / account holder | $5,718 | $16,158-64.6% | $13,215-56.7% | $11,407-49.9% |