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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 | $183,824 | $117,859+56.0% | $102,438+79.4% | $145,959+25.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.67% | 31.72%-23.0pp | 29.37%-20.7pp | 561.95%-553.3pp |
| Employer contribution / active EE | $7,231 | $3,615+100.0% | $3,024+139.2% | $4,661+55.2% |
| Participant deferral / active EE | $2,149 | $5,732-62.5% | $5,054-57.5% | $6,689-67.9% |
| Admin fee / account holder | $29,962 | $13,318+125.0% | $9,448+217.1% | $13,398+123.6% |