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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 | $116,212 | $99,031+17.3% | $86,597+34.2% | $147,585-21.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.51% | 1312.56%-1296.1pp | 964.96%-948.5pp | 578.57%-562.1pp |
| Employer contribution / active EE | $2,369 | $3,132-24.4% | $2,840-16.6% | $4,876-51.4% |
| Participant deferral / active EE | $3,552 | $3,972-10.6% | $3,609-1.6% | $5,439-34.7% |
| Admin fee / account holder | $16,311 | $5,711+185.6% | $4,906+232.5% | $10,885+49.8% |