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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 | $220,098 | $124,330+77.0% | $109,173+101.6% | $167,536+31.4% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.91% | 26.04%-12.1pp | 25.75%-11.8pp | 478.82%-464.9pp |
| Employer contribution / active EE | $5,574 | $4,209+32.4% | $3,723+49.7% | $4,839+15.2% |
| Participant deferral / active EE | $10,818 | $5,256+105.8% | $4,654+132.5% | $6,342+70.6% |
| Admin fee / account holder | $3,653 | $7,974-54.2% | $6,755-45.9% | $12,315-70.3% |