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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 | $146,164 | $124,330+17.6% | $109,173+33.9% | $167,536-12.8% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 12.69% | 26.04%-13.4pp | 25.75%-13.1pp | 478.82%-466.1pp |
| Employer contribution / active EE | $3,160 | $4,209-24.9% | $3,723-15.1% | $4,839-34.7% |
| Participant deferral / active EE | $17,333 | $5,256+229.8% | $4,654+272.5% | $6,342+173.3% |
| Admin fee / account holder | $36,920 | $7,974+363.0% | $6,755+446.6% | $12,315+199.8% |