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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 | $233,612 | $202,342+15.5% | $172,753+35.2% | $152,909+52.8% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.5%-60.2pp |
| Annual return | 23.65% | 1029.88%-1006.2pp | 803.00%-779.3pp | 345.46%-321.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,794 | $5,948-53.0% | $5,198-46.2% | $5,851-52.2% |
| Admin fee / account holder | $1,770 | $17,112-89.7% | $13,956-87.3% | $11,601-84.7% |