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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 | $172,249 | $103,392+66.6% | $87,104+97.8% | $152,897+12.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 24.61% | 28.10%-3.5pp | 28.19%-3.6pp | 345.43%-320.8pp |
| Employer contribution / active EE | $4,065 | $3,221+26.2% | $2,521+61.2% | $4,764-14.7% |
| Participant deferral / active EE | $8,433 | $4,778+76.5% | $4,048+108.3% | $5,851+44.1% |
| Admin fee / account holder | $14,322 | $12,194+17.4% | $7,491+91.2% | $11,599+23.5% |