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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 | $184,271 | $100,203+83.9% | $85,240+116.2% | $145,897+26.3% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 13.30% | 84.28%-71.0pp | 66.75%-53.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,483 | $3,242-23.4% | $2,735-9.2% | $4,663-46.8% |
| Participant deferral / active EE | $5,014 | $5,299-5.4% | $4,527+10.8% | $6,689-25.0% |
| Admin fee / account holder | $4,283 | $7,265-41.0% | $6,165-30.5% | $13,390-68.0% |