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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 | $242,084 | $111,535+117.0% | $105,223+130.1% | $137,256+76.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 21.37% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $11,750 | $3,939+198.3% | $3,689+218.6% | $4,156+182.7% |
| Participant deferral / active EE | $9,333 | $5,500+69.7% | $5,072+84.0% | $6,407+45.7% |
| Admin fee / account holder | $1,564 | $9,721-83.9% | $8,859-82.3% | $12,270-87.3% |