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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 | $248,394 | $171,492+44.8% | $150,734+64.8% | $198,609+25.1% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 17.91% | 804.70%-786.8pp | 600.81%-582.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $10,745 | $5,470+96.4% | $4,918+118.5% | $5,055+112.5% |
| Participant deferral / active EE | $7,046 | $6,259+12.6% | $5,610+25.6% | $6,977+1.0% |
| Admin fee / account holder | $3,424 | $17,628-80.6% | $14,905-77.0% | $19,030-82.0% |