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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 | $206,276 | $103,949+98.4% | $69,182+198.2% | $273,972-24.7% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 9.36% | 35.28%-25.9pp | -21.93%+31.3pp | 41.46%-32.1pp |
| Employer contribution / active EE | $10,076 | $1,783+465.1% | $1,206+735.4% | $4,869+107.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,000 | $3,671+36.2% | $2,697+85.4% | $10,133-50.7% |