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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 | $93,089 | $201,259-53.7% | $184,200-49.5% | $145,959-36.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 20.66% | 28.98%-8.3pp | 28.80%-8.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $12,500 | $7,018+78.1% | $6,424+94.6% | $4,661+168.2% |
| Participant deferral / active EE | $13,333 | $9,806+36.0% | $9,132+46.0% | $6,689+99.3% |
| Admin fee / account holder | $1,270 | $16,372-92.2% | $13,907-90.9% | $13,398-90.5% |