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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 | $180,951 | $106,008+70.7% | $92,240+96.2% | $147,586+22.6% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 17.57% | 50.05%-32.5pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,107 | $4,333-51.4% | $3,680-42.7% | $4,876-56.8% |
| Participant deferral / active EE | $3,970 | $4,478-11.3% | $3,897+1.9% | $5,439-27.0% |
| Admin fee / account holder | $1,706 | $6,333-73.1% | $5,194-67.1% | $10,886-84.3% |