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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 | $178,752 | $183,516-2.6% | $155,534+14.9% | $145,884+22.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 335.50% | 61.43%+274.1pp | 64.92%+270.6pp | 551.85%-216.3pp |
| Employer contribution / active EE | $1,980 | $5,315-62.7% | $4,675-57.6% | $4,662-57.5% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,630+36.2% | $6,690+14.6% |
| Admin fee / account holder | $497 | $19,293-97.4% | $15,900-96.9% | $13,392-96.3% |