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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 | $99,010 | $88,702+11.6% | $81,780+21.1% | $145,978-32.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 1395.38% | 1029.12%+366.3pp | 776.27%+619.1pp | 550.52%+844.9pp |
| Employer contribution / active EE | $2,759 | $3,084-10.5% | $2,914-5.3% | $4,662-40.8% |
| Participant deferral / active EE | $2,759 | $4,645-40.6% | $4,321-36.1% | $6,690-58.8% |
| Admin fee / account holder | $313 | $8,414-96.3% | $7,384-95.8% | $13,400-97.7% |