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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 | $223,331 | $148,582+50.3% | $135,942+64.3% | $139,456+60.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.61% | 79.26%-61.6pp | 68.28%-50.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $9,700 | $5,245+84.9% | $4,858+99.7% | $4,753+104.1% |
| Participant deferral / active EE | $15,000 | $8,101+85.2% | $7,759+93.3% | $6,711+123.5% |
| Admin fee / account holder | $845 | $12,402-93.2% | $10,764-92.1% | $11,407-92.6% |