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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 | $147,286 | $83,337+76.7% | $67,834+117.1% | $273,972-46.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 23.67% | 259.45%-235.8pp | 138.47%-114.8pp | 41.46%-17.8pp |
| Employer contribution / active EE | $20,693 | $3,287+529.5% | $2,403+761.0% | $4,869+325.0% |
| Participant deferral / active EE | $11,688 | $4,088+185.9% | $3,160+269.9% | $5,287+121.1% |
| Admin fee / account holder | $16,263 | $6,752+140.9% | $4,622+251.8% | $10,133+60.5% |