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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 | $124,817 | $100,139+24.6% | $85,187+46.5% | $145,884-14.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 15.66% | 84.15%-68.5pp | 66.67%-51.0pp | 551.85%-536.2pp |
| Employer contribution / active EE | $4,405 | $3,238+36.0% | $2,732+61.2% | $4,662-5.5% |
| Participant deferral / active EE | $9,028 | $5,296+70.5% | $4,525+99.5% | $6,690+35.0% |
| Admin fee / account holder | $525 | $7,262-92.8% | $6,162-91.5% | $13,392-96.1% |