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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 | $211,975 | $102,385+107.0% | $147,080+44.1% | $80,935+161.9% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 15.52% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,429 | $3,717-34.6% | $4,933-50.8% | $2,757-11.9% |
| Participant deferral / active EE | $6,072 | $6,651-8.7% | $8,066-24.7% | $4,299+41.2% |
| Admin fee / account holder | $934 | $7,951-88.3% | $12,989-92.8% | $6,924-86.5% |