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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 | $159,934+36.7% | $147,005+48.8% | $145,959+49.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.95% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,717 | $5,287-48.6% | $4,934-44.9% | $4,661-41.7% |
| Participant deferral / active EE | $22,667 | $8,427+169.0% | $8,070+180.9% | $6,689+238.9% |
| Admin fee / account holder | $4,326 | $15,053-71.3% | $13,006-66.7% | $13,398-67.7% |