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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 | $145,191 | $99,652+45.7% | $78,778+84.3% | $147,585-1.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 14.49% | 47.28%-32.8pp | 35.62%-21.1pp | 578.57%-564.1pp |
| Employer contribution / active EE | $9,039 | $2,796+223.3% | $1,986+355.2% | $4,876+85.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24,550 | $7,155+243.1% | $5,134+378.2% | $10,885+125.5% |