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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 | $145,304 | $104,953+38.4% | $84,637+71.7% | $152,909-5.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 18.02% | 373.94%-355.9pp | 258.82%-240.8pp | 345.46%-327.4pp |
| Employer contribution / active EE | $9,761 | $3,304+195.5% | $2,653+267.9% | $4,764+104.9% |
| Participant deferral / active EE | $9,641 | $4,691+105.5% | $3,900+147.2% | $5,851+64.8% |
| Admin fee / account holder | $415 | $6,244-93.4% | $4,914-91.6% | $11,601-96.4% |