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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 | $159,623 | $78,707+102.8% | $117,861+35.4% | $70,126+127.6% |
| Participation rate | 67.5% | 73.2%-5.7pp | 79.7%-12.2pp | 69.5%-2.0pp |
| Annual return | 15.46% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $4,511 | $2,223+102.9% | $3,786+19.2% | $2,343+92.6% |
| Participant deferral / active EE | $2,642 | $3,297-19.9% | $4,482-41.1% | $3,332-20.7% |
| Admin fee / account holder | $2,783 | $5,066-45.1% | $8,021-65.3% | $4,645-40.1% |