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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 | $218,692 | $160,040+36.6% | $147,096+48.7% | $145,877+49.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.95% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,717 | $5,289-48.6% | $4,936-45.0% | $4,663-41.7% |
| Participant deferral / active EE | $22,667 | $8,429+168.9% | $8,071+180.8% | $6,691+238.8% |
| Admin fee / account holder | $4,326 | $15,050-71.3% | $13,005-66.7% | $13,402-67.7% |