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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 | $168,587 | $81,749+106.2% | $58,544+188.0% | $139,456+20.9% |
| Participation rate | 41.2% | 61.3%-20.2pp | 50.9%-9.7pp | 80.3%-39.2pp |
| Annual return | 13.13% | 7425.45%-7412.3pp | 4249.56%-4236.4pp | 373.45%-360.3pp |
| Employer contribution / active EE | $535 | $1,398-61.8% | $1,053-49.2% | $4,753-88.8% |
| Participant deferral / active EE | $4,434 | $2,555+73.5% | $1,923+130.6% | $6,711-33.9% |
| Admin fee / account holder | $1,120 | $3,272-65.8% | $2,520-55.5% | $11,407-90.2% |