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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 | $189,707 | $202,342-6.2% | $172,752+9.8% | $152,897+24.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.31% | 1029.83%-1012.5pp | 802.97%-785.7pp | 345.43%-328.1pp |
| Employer contribution / active EE | $3,107 | $5,858-47.0% | $5,144-39.6% | $4,764-34.8% |
| Participant deferral / active EE | $8,463 | $5,948+42.3% | $5,198+62.8% | $5,851+44.6% |
| Admin fee / account holder | $4,475 | $17,111-73.8% | $13,955-67.9% | $11,599-61.4% |