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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 | $235,622 | $150,447+56.6% | $136,298+72.9% | $147,586+59.7% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 14.54% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,165 | $5,256-1.7% | $4,696+10.0% | $4,876+5.9% |
| Participant deferral / active EE | $7,151 | $6,631+7.8% | $6,247+14.5% | $5,439+31.5% |
| Admin fee / account holder | $4,842 | $10,906-55.6% | $9,244-47.6% | $10,886-55.5% |