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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 | $150,158 | $106,008+41.6% | $92,240+62.8% | $147,586+1.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.22% | 50.05%-33.8pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,639 | $4,333-39.1% | $3,680-28.3% | $4,876-45.9% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+207.9% | $5,439+120.6% |
| Admin fee / account holder | $2,291 | $6,333-63.8% | $5,194-55.9% | $10,886-79.0% |