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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 | $248,452 | $102,429+142.6% | $147,096+68.9% | $80,925+207.0% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.2pp |
| Annual return | 17.63% | 135.02%-117.4pp | 419.75%-402.1pp | 35.65%-18.0pp |
| Employer contribution / active EE | $11,695 | $3,716+214.8% | $4,936+136.9% | $2,756+324.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,387 | $7,957-19.7% | $13,005-50.9% | $6,940-8.0% |