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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 | $149,328 | $90,691+64.7% | $76,119+96.2% | $145,884+2.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.15% | 624.52%-613.4pp | 361.25%-350.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $5,472 | $3,329+64.4% | $2,693+103.2% | $4,662+17.4% |
| Participant deferral / active EE | $10,194 | $5,167+97.3% | $4,259+139.3% | $6,690+52.4% |
| Admin fee / account holder | $482 | $8,383-94.3% | $6,421-92.5% | $13,392-96.4% |