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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 | $117,829+56.0% | $102,423+79.5% | $145,877+26.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.67% | 31.83%-23.2pp | 29.42%-20.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $7,231 | $3,615+100.1% | $3,023+139.2% | $4,663+55.1% |
| Participant deferral / active EE | $2,149 | $5,732-62.5% | $5,054-57.5% | $6,691-67.9% |
| Admin fee / account holder | $29,962 | $13,335+124.7% | $9,455+216.9% | $13,402+123.6% |