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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 | $192,571 | $102,595+87.7% | $94,057+104.7% | $154,746+24.4% |
| Participation rate | 68.8% | 76.0%-7.2pp | 73.3%-4.6pp | 80.7%-12.0pp |
| Annual return | 10.51% | 583.42%-572.9pp | 480.62%-470.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,444 | $3,147-54.1% | $2,933-50.8% | $4,379-67.0% |
| Participant deferral / active EE | $7,504 | $5,118+46.6% | $4,709+59.3% | $6,730+11.5% |
| Admin fee / account holder | $2,094 | $7,736-72.9% | $7,244-71.1% | $14,365-85.4% |