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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 | $169,427 | $111,814+51.5% | $103,378+63.9% | $145,978+16.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.39% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $12,000 | $4,215+184.7% | $3,870+210.1% | $4,662+157.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,373 | $9,764-85.9% | $8,401-83.7% | $13,400-89.8% |