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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 | $185,806 | $81,696+127.4% | $70,494+163.6% | $158,982+16.9% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 13.36% | 208.70%-195.3pp | 109.16%-95.8pp | 302.99%-289.6pp |
| Employer contribution / active EE | $8,312 | $3,220+158.2% | $2,738+203.6% | $4,763+74.5% |
| Participant deferral / active EE | $1,995 | $4,558-56.2% | $3,711-46.2% | $5,983-66.7% |
| Admin fee / account holder | $14,867 | $6,200+139.8% | $3,848+286.4% | $11,252+32.1% |