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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 | $198,453 | $106,001+87.2% | $92,235+115.2% | $147,585+34.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 43.37% | 50.05%-6.7pp | 176.28%-132.9pp | 578.56%-535.2pp |
| Employer contribution / active EE | $3,625 | $4,333-16.3% | $3,679-1.5% | $4,876-25.7% |
| Participant deferral / active EE | $4,335 | $4,478-3.2% | $3,897+11.2% | $5,439-20.3% |
| Admin fee / account holder | $530 | $6,332-91.6% | $5,194-89.8% | $10,885-95.1% |