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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 | $66,312 | $57,305+15.7% | $86,640-23.5% | $75,173-11.8% |
| Participation rate | 48.5% | 63.2%-14.8pp | 71.7%-23.3pp | 67.2%-18.8pp |
| Annual return | 17.97% | 2674.24%-2656.3pp | 592.52%-574.6pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,190 | $2,316-48.6% | $3,024-60.7% | $2,671-55.4% |
| Participant deferral / active EE | $2,961 | $3,320-10.8% | $4,438-33.3% | $4,126-28.2% |
| Admin fee / account holder | $16,065 | $4,116+290.3% | $5,616+186.1% | $5,651+184.3% |