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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 | $173,166 | $68,097+154.3% | $62,929+175.2% | $137,256+26.2% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 12.77% | 1859.11%-1846.3pp | 1063.93%-1051.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $7,564 | $2,811+169.1% | $2,505+202.0% | $4,156+82.0% |
| Participant deferral / active EE | $2,901 | $4,553-36.3% | $3,888-25.4% | $6,407-54.7% |
| Admin fee / account holder | $649 | $6,521-90.1% | $5,065-87.2% | $12,270-94.7% |