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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 | $74,367 | $77,416-3.9% | $69,464+7.1% | $152,897-51.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 10.51% | 39.08%-28.6pp | 28.98%-18.5pp | 345.43%-334.9pp |
| Employer contribution / active EE | $6,804 | $3,315+105.3% | $2,779+144.8% | $4,764+42.8% |
| Participant deferral / active EE | $18,252 | $4,413+313.6% | $3,536+416.2% | $5,851+211.9% |
| Admin fee / account holder | $250,949 | $6,208+3942.7% | $3,840+6434.7% | $11,599+2063.5% |