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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 | $218,692 | $160,070+36.6% | $147,117+48.7% | $145,897+49.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.95% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $2,717 | $5,285-48.6% | $4,932-44.9% | $4,663-41.7% |
| Participant deferral / active EE | $22,667 | $8,419+169.2% | $8,065+181.1% | $6,689+238.9% |
| Admin fee / account holder | $4,326 | $15,035-71.2% | $12,993-66.7% | $13,390-67.7% |