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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 | $231,790 | $107,368+115.9% | $92,915+149.5% | $152,909+51.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.09% | 145.64%-122.5pp | 109.45%-86.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $7,200 | $4,222+70.5% | $3,653+97.1% | $4,764+51.1% |
| Participant deferral / active EE | $12,333 | $4,848+154.4% | $4,238+191.0% | $5,851+110.8% |
| Admin fee / account holder | $2,098 | $7,082-70.4% | $5,796-63.8% | $11,601-81.9% |