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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 | $187,826 | $70,121+167.9% | $63,803+194.4% | $138,895+35.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 12.15% | 946.48%-934.3pp | 543.72%-531.6pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,192 | $2,882-24.0% | $2,532-13.5% | $4,194-47.7% |
| Participant deferral / active EE | $15,546 | $4,535+242.8% | $3,843+304.5% | $6,396+143.0% |
| Admin fee / account holder | $8,645 | $6,738+28.3% | $5,196+66.4% | $12,562-31.2% |