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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 | $154,147 | $99,995+54.2% | $85,063+81.2% | $145,978+5.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 33.87% | 83.99%-50.1pp | 66.54%-32.7pp | 550.52%-516.7pp |
| Employer contribution / active EE | $21,750 | $3,231+573.1% | $2,727+697.5% | $4,662+366.6% |
| Participant deferral / active EE | $11,500 | $5,295+117.2% | $4,523+154.3% | $6,690+71.9% |
| Admin fee / account holder | $920 | $7,255-87.3% | $6,155-85.1% | $13,400-93.1% |