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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 | $142,130 | $99,053+43.5% | $88,179+61.2% | $138,895+2.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 18.51% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $10,500 | $2,882+264.3% | $2,549+311.9% | $4,194+150.3% |
| Participant deferral / active EE | $28,250 | $5,225+440.6% | $4,614+512.3% | $6,396+341.7% |
| Admin fee / account holder | $50,800 | $8,748+480.7% | $7,673+562.1% | $12,562+304.4% |