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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 | $130,834 | $60,128+117.6% | $90,440+44.7% | $79,852+63.8% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 15.27% | 71.95%-56.7pp | 1294.38%-1279.1pp | 31.72%-16.5pp |
| Employer contribution / active EE | $2,216 | $2,068+7.1% | $3,263-32.1% | $2,471-10.3% |
| Participant deferral / active EE | $5,908 | $2,939+101.0% | $3,964+49.1% | $3,740+57.9% |
| Admin fee / account holder | $9,444 | $3,977+137.4% | $5,615+68.2% | $5,306+78.0% |