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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 | $202,384 | $202,3450% | $172,755+17.2% | $152,885+32.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.96% | 1029.77%-1008.8pp | 802.94%-782.0pp | 345.39%-324.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,825 | $5,948+14.7% | $5,198+31.3% | $5,851+16.6% |
| Admin fee / account holder | $2,626 | $17,111-84.7% | $13,955-81.2% | $11,598-77.4% |