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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 | $238,744 | $102,422+133.1% | $147,117+62.3% | $80,959+194.9% |
| Participation rate | 67.9% | 75.9%-7.9pp | 82.2%-14.3pp | 67.7%+0.3pp |
| Annual return | 15.87% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $6,774 | $3,717+82.2% | $4,932+37.3% | $2,757+145.7% |
| Participant deferral / active EE | $9,375 | $6,652+40.9% | $8,065+16.3% | $4,300+118.0% |
| Admin fee / account holder | $52,232 | $7,953+556.7% | $12,993+302.0% | $6,925+654.2% |