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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 | $223,336 | $117,829+89.5% | $102,423+118.1% | $145,877+53.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 11.22% | 31.83%-20.6pp | 29.42%-18.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,187 | $3,615-39.5% | $3,023-27.7% | $4,663-53.1% |
| Participant deferral / active EE | $9,372 | $5,732+63.5% | $5,054+85.4% | $6,691+40.1% |
| Admin fee / account holder | $5,805 | $13,335-56.5% | $9,455-38.6% | $13,402-56.7% |