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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 | $165,169 | $63,346+160.7% | $92,240+79.1% | $70,126+135.5% |
| Participation rate | 59.3% | 68.7%-9.4pp | 76.5%-17.2pp | 69.5%-10.3pp |
| Annual return | 17.82% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,624 | $2,471+6.2% | $3,680-28.7% | $2,343+12.0% |
| Participant deferral / active EE | $6,724 | $2,854+135.6% | $3,897+72.5% | $3,332+101.8% |
| Admin fee / account holder | $31,249 | $3,841+713.6% | $5,194+501.6% | $4,645+572.7% |