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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 | $191,665 | $150,445+27.4% | $136,297+40.6% | $147,585+29.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.03% | 1049.14%-1032.1pp | 5156.16%-5139.1pp | 578.57%-561.5pp |
| Employer contribution / active EE | $973 | $5,256-81.5% | $4,696-79.3% | $4,876-80.1% |
| Participant deferral / active EE | $2,901 | $6,631-56.2% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $874 | $10,906-92.0% | $9,244-90.5% | $10,885-92.0% |