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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 | $154,581 | $47,479+225.6% | $62,929+145.6% | $82,448+87.5% |
| Participation rate | 65.9% | 66.9%-1.0pp | 73.1%-7.3pp | 68.1%-2.2pp |
| Annual return | 16.42% | 20.34%-3.9pp | 1063.93%-1047.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,637 | $1,885+252.0% | $2,505+165.0% | $2,551+160.2% |
| Participant deferral / active EE | $5,512 | $2,870+92.0% | $3,888+41.7% | $4,139+33.2% |
| Admin fee / account holder | $11,726 | $3,804+208.3% | $5,065+131.5% | $7,234+62.1% |