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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 | $198,152 | $65,440+202.8% | $98,506+101.2% | $85,851+130.8% |
| Participation rate | 68.2% | 65.0%+3.2pp | 73.3%-5.2pp | 69.3%-1.1pp |
| Annual return | 15.55% | 21.75%-6.2pp | 1494.92%-1479.4pp | 318.63%-303.1pp |
| Employer contribution / active EE | $2,450 | $2,169+12.9% | $2,961-17.3% | $2,565-4.5% |
| Participant deferral / active EE | $5,648 | $3,168+78.3% | $4,277+32.1% | $3,952+42.9% |
| Admin fee / account holder | $7,890 | $4,596+71.7% | $5,955+32.5% | $6,261+26.0% |