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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 | $76,608+156.9% | $56,077+250.9% | $145,877+34.9% |
| Participation rate | 46.7% | 63.2%-16.6pp | 52.5%-5.8pp | 80.3%-33.6pp |
| Annual return | 9.04% | 3009.59%-3000.5pp | 1709.28%-1700.2pp | 551.28%-542.2pp |
| Employer contribution / active EE | $891 | $1,382-35.5% | $1,040-14.3% | $4,663-80.9% |
| Participant deferral / active EE | $5,159 | $2,624+96.6% | $1,954+164.0% | $6,691-22.9% |
| Admin fee / account holder | $1,383 | $3,325-58.4% | $2,825-51.0% | $13,402-89.7% |