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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 | $168,189 | $82,028+105.0% | $123,105+36.6% | $59,633+182.0% |
| Participation rate | 68.4% | 83.2%-14.8pp | 86.8%-18.4pp | 68.7%-0.2pp |
| Annual return | 26.19% | 5.12%+21.1pp | 13.22%+13.0pp | 2041.45%-2015.3pp |
| Employer contribution / active EE | $9,636 | $3,297+192.3% | $5,151+87.1% | $2,203+337.5% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,795 | $5,879+83.6% | $9,014+19.8% | $4,297+151.2% |