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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 | $96,414 | $76,368+26.2% | $67,681+42.5% | $154,746-37.7% |
| Participation rate | 59.1% | 79.0%-19.9pp | 73.7%-14.6pp | 80.7%-21.6pp |
| Annual return | 14.96% | 1066.77%-1051.8pp | 590.58%-575.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,927 | $3,151+56.4% | $2,678+84.0% | $4,379+12.5% |
| Participant deferral / active EE | $6,897 | $4,824+43.0% | $3,976+73.5% | $6,730+2.5% |
| Admin fee / account holder | $11,508 | $8,559+34.4% | $6,100+88.7% | $14,365-19.9% |