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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 | $173,408 | $110,410+57.1% | $102,437+69.3% | $145,897+18.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.53% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $11,333 | $4,217+168.7% | $3,871+192.8% | $4,663+143.1% |
| Participant deferral / active EE | $9,167 | $5,622+63.1% | $5,060+81.2% | $6,689+37.0% |
| Admin fee / account holder | $1,169 | $9,745-88.0% | $8,388-86.1% | $13,390-91.3% |