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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 | $117,859+88.2% | $102,438+116.6% | $145,959+52.0% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 8.71% | 31.72%-23.0pp | 29.37%-20.7pp | 561.95%-553.2pp |
| Employer contribution / active EE | $48,147 | $3,615+1231.8% | $3,024+1492.3% | $4,661+933.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23,219 | $13,318+74.3% | $9,448+145.8% | $13,398+73.3% |