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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 | $202,710 | $106,918+89.6% | $84,021+141.3% | $152,897+32.6% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.5%-28.6pp |
| Annual return | 28.85% | 105.01%-76.2pp | 71.32%-42.5pp | 345.43%-316.6pp |
| Employer contribution / active EE | $1,350 | $2,735-50.7% | $1,984-32.0% | $4,764-71.7% |
| Participant deferral / active EE | $4,066 | $4,012+1.3% | $3,239+25.5% | $5,851-30.5% |
| Admin fee / account holder | $27,825 | $8,288+235.7% | $6,102+356.0% | $11,599+139.9% |