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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 | $223,845 | $166,268+34.6% | $165,100+35.6% | $145,897+53.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.72% | 100.52%-87.8pp | 70.21%-57.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,322 | $5,284-56.1% | $4,348-46.6% | $4,663-50.2% |
| Participant deferral / active EE | $8,977 | $6,964+28.9% | $6,035+48.7% | $6,689+34.2% |
| Admin fee / account holder | $10,432 | $16,659-37.4% | $12,696-17.8% | $13,390-22.1% |