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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 | $225,628 | $106,905+111.1% | $84,020+168.5% | $152,885+47.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 21.82% | 105.00%-83.2pp | 71.31%-49.5pp | 345.39%-323.6pp |
| Employer contribution / active EE | $1,666 | $2,735-39.1% | $1,984-16.0% | $4,763-65.0% |
| Participant deferral / active EE | $5,785 | $4,012+44.2% | $3,239+78.6% | $5,851-1.1% |
| Admin fee / account holder | $2,556 | $8,287-69.2% | $6,101-58.1% | $11,598-78.0% |