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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 | $142,150 | $112,131+26.8% | $95,964+48.1% | $158,982-10.6% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 24.66% | 171.19%-146.5pp | 91.64%-67.0pp | 302.99%-278.3pp |
| Employer contribution / active EE | $2,152 | $3,199-32.7% | $2,541-15.3% | $4,763-54.8% |
| Participant deferral / active EE | $6,056 | $4,784+26.6% | $4,167+45.4% | $5,983+1.2% |
| Admin fee / account holder | $386 | $10,136-96.2% | $6,797-94.3% | $11,252-96.6% |