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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 | $112,880 | $85,171+32.5% | $172,752-34.7% | $72,975+54.7% |
| Participation rate | 35.3% | 70.1%-34.8pp | 82.6%-47.4pp | 69.5%-34.2pp |
| Annual return | 25.60% | 27.32%-1.7pp | 802.97%-777.4pp | 81.01%-55.4pp |
| Employer contribution / active EE | $859 | $3,324-74.2% | $5,144-83.3% | $2,440-64.8% |
| Participant deferral / active EE | $1,412 | $3,260-56.7% | $5,198-72.8% | $3,608-60.9% |
| Admin fee / account holder | $569 | $5,880-90.3% | $13,955-95.9% | $5,124-88.9% |