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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 | $102,429+133.1% | $147,096+62.3% | $80,925+195.0% |
| Participation rate | 67.9% | 75.9%-7.9pp | 82.2%-14.3pp | 67.7%+0.3pp |
| Annual return | 15.87% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $6,774 | $3,716+82.3% | $4,936+37.2% | $2,756+145.8% |
| Participant deferral / active EE | $9,375 | $6,649+41.0% | $8,071+16.2% | $4,299+118.1% |
| Admin fee / account holder | $52,232 | $7,957+556.4% | $13,005+301.6% | $6,940+652.6% |