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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 | $196,792 | $76,634+156.8% | $56,054+251.1% | $145,978+34.8% |
| Participation rate | 46.7% | 63.2%-16.6pp | 52.5%-5.8pp | 80.3%-33.6pp |
| Annual return | 9.04% | 3004.33%-2995.3pp | 1705.95%-1696.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $891 | $1,380-35.4% | $1,039-14.2% | $4,662-80.9% |
| Participant deferral / active EE | $5,159 | $2,622+96.7% | $1,952+164.3% | $6,690-22.9% |
| Admin fee / account holder | $1,383 | $3,321-58.4% | $2,822-51.0% | $13,400-89.7% |