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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 | $156,688 | $232,540-32.6% | $185,117-15.4% | $147,586+6.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 8.27% | 43.03%-34.8pp | 40.50%-32.2pp | 578.59%-570.3pp |
| Employer contribution / active EE | $25,888 | $5,195+398.3% | $4,182+519.1% | $4,876+430.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,055 | $10,275+46.5% | $8,159+84.5% | $10,886+38.3% |