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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 | $117,895+55.9% | $102,460+79.4% | $145,897+26.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.67% | 31.92%-23.3pp | 29.47%-20.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $7,231 | $3,619+99.8% | $3,025+139.0% | $4,663+55.1% |
| Participant deferral / active EE | $2,149 | $5,736-62.5% | $5,056-57.5% | $6,689-67.9% |
| Admin fee / account holder | $29,962 | $13,353+124.4% | $9,460+216.7% | $13,390+123.8% |