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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 | $188,218 | $211,224-10.9% | $178,505+5.4% | $145,897+29.0% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 61016.08% | 30.28%+60985.8pp | 27.16%+60988.9pp | 552.29%+60463.8pp |
| Employer contribution / active EE | $2,000 | $4,577-56.3% | $3,955-49.4% | $4,663-57.1% |
| Participant deferral / active EE | $2,000 | $6,966-71.3% | $6,280-68.2% | $6,689-70.1% |
| Admin fee / account holder | $3,868 | $12,109-68.1% | $10,428-62.9% | $13,390-71.1% |