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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 | $179,332 | $76,634+134.0% | $56,054+219.9% | $145,978+22.8% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 10.51% | 3004.33%-2993.8pp | 1705.95%-1695.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $129 | $1,380-90.7% | $1,039-87.6% | $4,662-97.2% |
| Participant deferral / active EE | $2,526 | $2,622-3.7% | $1,952+29.4% | $6,690-62.2% |
| Admin fee / account holder | $6,215 | $3,321+87.1% | $2,822+120.2% | $13,400-53.6% |