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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 | $244,628 | $124,175+97.0% | $108,405+125.7% | $167,553+46.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 16.29% | 1380.13%-1363.8pp | 905.55%-889.3pp | 478.89%-462.6pp |
| Employer contribution / active EE | $8,875 | $4,188+111.9% | $3,559+149.4% | $4,840+83.4% |
| Participant deferral / active EE | $9,618 | $6,908+39.2% | $6,563+46.5% | $6,343+51.6% |
| Admin fee / account holder | $10,942 | $9,457+15.7% | $7,297+50.0% | $12,316-11.2% |