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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 | $114,343 | $90,614+26.2% | $76,089+50.3% | $145,877-21.6% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 11.70% | 623.80%-612.1pp | 360.94%-349.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $4,857 | $3,324+46.1% | $2,690+80.5% | $4,663+4.2% |
| Participant deferral / active EE | $11,182 | $5,168+116.4% | $4,259+162.5% | $6,691+67.1% |
| Admin fee / account holder | $1,099 | $8,376-86.9% | $6,418-82.9% | $13,402-91.8% |