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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 | $177,293 | $99,652+77.9% | $78,778+125.1% | $147,586+20.1% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 12.93% | 47.28%-34.4pp | 35.62%-22.7pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,944 | $2,796+41.1% | $1,986+98.6% | $4,876-19.1% |
| Participant deferral / active EE | $8,046 | $3,664+119.6% | $2,958+172.0% | $5,439+47.9% |
| Admin fee / account holder | $194,786 | $7,155+2622.3% | $5,134+3694.2% | $10,886+1689.4% |