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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 | $221,865 | $117,846+88.3% | $102,434+116.6% | $145,884+52.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 8.71% | 31.90%-23.2pp | 29.46%-20.8pp | 551.85%-543.1pp |
| Employer contribution / active EE | $48,147 | $3,615+1232.0% | $3,023+1492.6% | $4,662+932.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,219 | $13,356+73.9% | $9,462+145.4% | $13,392+73.4% |