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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 | $158,065 | $95,580+65.4% | $76,872+105.6% | $139,466+13.3% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 10.31% | 55.00%-44.7pp | 37.90%-27.6pp | 373.66%-363.4pp |
| Employer contribution / active EE | $12,510 | $3,145+297.8% | $2,533+393.8% | $4,754+163.2% |
| Participant deferral / active EE | $8,132 | $4,623+75.9% | $3,832+112.2% | $6,712+21.2% |
| Admin fee / account holder | $37,930 | $8,302+356.9% | $5,476+592.6% | $11,409+232.5% |