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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 | $102,385+133.2% | $147,080+62.3% | $80,935+195.0% |
| Participation rate | 67.9% | 75.9%-7.9pp | 82.2%-14.3pp | 67.7%+0.3pp |
| Annual return | 15.87% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $6,774 | $3,717+82.3% | $4,933+37.3% | $2,757+145.7% |
| Participant deferral / active EE | $9,375 | $6,651+41.0% | $8,066+16.2% | $4,299+118.1% |
| Admin fee / account holder | $52,232 | $7,951+556.9% | $12,989+302.1% | $6,924+654.3% |