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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 | $177,676 | $149,679+18.7% | $117,039+51.8% | $147,586+20.4% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 12.56% | 19.31%-6.8pp | 18.95%-6.4pp | 578.59%-566.0pp |
| Employer contribution / active EE | $5,737 | $4,937+16.2% | $3,785+51.6% | $4,876+17.6% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $302 | $7,856-96.2% | $5,974-95.0% | $10,886-97.2% |