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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 | $201,241 | $226,090-11.0% | $182,531+10.3% | $152,885+31.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 21.81% | 192.57%-170.8pp | 148.57%-126.8pp | 345.39%-323.6pp |
| Employer contribution / active EE | $940 | $4,978-81.1% | $4,075-76.9% | $4,763-80.3% |
| Participant deferral / active EE | $8,640 | $6,369+35.7% | $5,525+56.4% | $5,851+47.7% |
| Admin fee / account holder | $117,298 | $10,705+995.7% | $8,593+1265.1% | $11,598+911.4% |