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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 | $234,510 | $100,911+132.4% | $90,440+159.3% | $158,966+47.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 18.13% | 1726.62%-1708.5pp | 1294.38%-1276.3pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,355 | $3,690-63.3% | $3,263-58.5% | $4,762-71.5% |
| Participant deferral / active EE | $4,696 | $4,348+8.0% | $3,964+18.5% | $5,983-21.5% |
| Admin fee / account holder | $1,992 | $6,507-69.4% | $5,615-64.5% | $11,250-82.3% |