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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 | $226,416 | $88,778+155.0% | $81,844+176.6% | $145,884+55.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 20.80% | 1033.03%-1012.2pp | 778.87%-758.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $6,931 | $3,087+124.5% | $2,916+137.7% | $4,662+48.7% |
| Participant deferral / active EE | $12,179 | $4,648+162.0% | $4,323+181.7% | $6,690+82.1% |
| Admin fee / account holder | $1,861 | $8,430-77.9% | $7,355-74.7% | $13,392-86.1% |