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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 | $153,714 | $65,440+134.9% | $98,506+56.0% | $85,851+79.0% |
| Participation rate | 34.6% | 65.0%-30.4pp | 73.3%-38.7pp | 69.3%-34.7pp |
| Annual return | 14.77% | 21.75%-7.0pp | 1494.92%-1480.2pp | 318.63%-303.9pp |
| Employer contribution / active EE | $2,187 | $2,169+0.8% | $2,961-26.1% | $2,565-14.7% |
| Participant deferral / active EE | $5,225 | $3,168+64.9% | $4,277+22.2% | $3,952+32.2% |
| Admin fee / account holder | $11,353 | $4,596+147.0% | $5,955+90.7% | $6,261+81.3% |