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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 | $232,771 | $78,670+195.9% | $109,173+113.2% | $85,847+171.1% |
| Participation rate | 6.3% | 68.3%-62.0pp | 75.9%-69.6pp | 69.3%-63.1pp |
| Annual return | 24.75% | 25.09%-0.3pp | 25.75%-1.0pp | 318.61%-293.9pp |
| Employer contribution / active EE | $8,315 | $2,734+204.1% | $3,723+123.3% | $2,565+224.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,889 | $5,469-65.5% | $6,755-72.0% | $6,261-69.8% |