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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 | $132,128 | $76,608+72.5% | $56,077+135.6% | $145,877-9.4% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 16.61% | 3009.59%-2993.0pp | 1709.28%-1692.7pp | 551.28%-534.7pp |
| Employer contribution / active EE | $282 | $1,382-79.6% | $1,040-72.9% | $4,663-94.0% |
| Participant deferral / active EE | $2,087 | $2,624-20.5% | $1,954+6.8% | $6,691-68.8% |
| Admin fee / account holder | $14,350 | $3,325+331.6% | $2,825+408.0% | $13,402+7.1% |