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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 | $115,114 | $49,199+134.0% | $121,204-5.0% | $75,173+53.1% |
| Participation rate | 67.9% | 55.4%+12.4pp | 69.5%-1.7pp | 67.2%+0.7pp |
| Annual return | 15.06% | 56.04%-41.0pp | 987.18%-972.1pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,826 | $1,547+18.0% | $4,170-56.2% | $2,671-31.6% |
| Participant deferral / active EE | $3,782 | $2,630+43.8% | $4,083-7.4% | $4,126-8.3% |
| Admin fee / account holder | $15,625 | $3,946+296.0% | $5,651+176.5% | $5,651+176.5% |