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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 | $81,632+127.6% | $70,455+163.7% | $158,931+16.9% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 13.36% | 208.48%-195.1pp | 109.06%-95.7pp | 302.86%-289.5pp |
| Employer contribution / active EE | $8,312 | $3,217+158.4% | $2,737+203.7% | $4,761+74.6% |
| Participant deferral / active EE | $1,995 | $4,554-56.2% | $3,709-46.2% | $5,982-66.7% |
| Admin fee / account holder | $14,867 | $6,193+140.1% | $3,845+286.6% | $11,247+32.2% |