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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 | $210,406 | $150,447+39.9% | $136,298+54.4% | $147,586+42.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.02% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,449 | $5,256-72.4% | $4,696-69.1% | $4,876-70.3% |
| Participant deferral / active EE | $7,420 | $6,631+11.9% | $6,247+18.8% | $5,439+36.4% |
| Admin fee / account holder | $1,758 | $10,906-83.9% | $9,244-81.0% | $10,886-83.8% |