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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 | $75,299 | $40,435+86.2% | $80,627-6.6% | $74,460+1.1% |
| Participation rate | 14.8% | 47.4%-32.6pp | 67.0%-52.2pp | 70.7%-56.0pp |
| Annual return | 15.84% | 165.19%-149.4pp | 936.76%-920.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $802 | $1,498-46.4% | $2,723-70.5% | $2,638-69.6% |
| Participant deferral / active EE | $1,614 | $2,673-39.6% | $4,443-63.7% | $4,530-64.4% |
| Admin fee / account holder | $10,631 | $721+1375.1% | $5,381+97.6% | $348+2956.8% |