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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 | $183,192 | $76,608+139.1% | $56,077+226.7% | $145,877+25.6% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 10.51% | 3009.59%-2999.1pp | 1709.28%-1698.8pp | 551.28%-540.8pp |
| Employer contribution / active EE | $956 | $1,382-30.8% | $1,040-8.1% | $4,663-79.5% |
| Participant deferral / active EE | $2,526 | $2,624-3.7% | $1,954+29.3% | $6,691-62.2% |
| Admin fee / account holder | $6,215 | $3,325+86.9% | $2,825+120.0% | $13,402-53.6% |