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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 | $183,592-2.6% | $155,574+14.9% | $145,877+22.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 335.50% | 61.37%+274.1pp | 64.87%+270.6pp | 551.28%-215.8pp |
| Employer contribution / active EE | $1,980 | $5,317-62.8% | $4,676-57.7% | $4,663-57.5% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $497 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |