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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 | $204,614 | $160,059+27.8% | $140,019+46.1% | $135,380+51.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 22.52% | 911.48%-889.0pp | 651.17%-628.6pp | 519.81%-497.3pp |
| Employer contribution / active EE | $1,388 | $6,420-78.4% | $5,605-75.2% | $4,779-71.0% |
| Participant deferral / active EE | $5,460 | $7,641-28.5% | $6,927-21.2% | $5,609-2.7% |
| Admin fee / account holder | $7,500 | $13,328-43.7% | $10,705-29.9% | $10,828-30.7% |