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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 | $166,120 | $232,540-28.6% | $185,117-10.3% | $147,586+12.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 13.40% | 43.03%-29.6pp | 40.50%-27.1pp | 578.59%-565.2pp |
| Employer contribution / active EE | $12,329 | $5,195+137.3% | $4,182+194.8% | $4,876+152.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,241 | $10,275-78.2% | $8,159-72.5% | $10,886-79.4% |