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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 | $207,482 | $109,863+88.9% | $98,477+110.7% | $167,518+23.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 27.24% | 1958.09%-1930.9pp | 1493.59%-1466.3pp | 478.71%-451.5pp |
| Employer contribution / active EE | $485 | $3,225-85.0% | $2,961-83.6% | $4,838-90.0% |
| Participant deferral / active EE | $5,890 | $4,673+26.0% | $4,276+37.7% | $6,342-7.1% |
| Admin fee / account holder | $9,044 | $6,755+33.9% | $5,951+52.0% | $12,312-26.5% |