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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 | $207,923 | $69,248+200.3% | $64,101+224.4% | $139,466+49.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.05% | 45.95%-28.9pp | 33.72%-16.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $4,953 | $3,185+55.5% | $2,749+80.2% | $4,754+4.2% |
| Participant deferral / active EE | $9,670 | $4,682+106.5% | $3,881+149.2% | $6,712+44.1% |
| Admin fee / account holder | $831 | $4,247-80.4% | $3,070-72.9% | $11,409-92.7% |