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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 | $208,621 | $117,846+77.0% | $102,434+103.7% | $145,884+43.0% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 23.21% | 31.90%-8.7pp | 29.46%-6.2pp | 551.85%-528.6pp |
| Employer contribution / active EE | $3,943 | $3,615+9.1% | $3,023+30.4% | $4,662-15.4% |
| Participant deferral / active EE | $8,714 | $5,733+52.0% | $5,055+72.4% | $6,690+30.3% |
| Admin fee / account holder | $383 | $13,356-97.1% | $9,462-95.9% | $13,392-97.1% |