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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 | $113,060 | $76,522+47.7% | $56,033+101.8% | $145,884-22.5% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 37.08% | 3014.28%-2977.2pp | 1711.38%-1674.3pp | 551.85%-514.8pp |
| Employer contribution / active EE | $1,192 | $1,382-13.7% | $1,041+14.6% | $4,662-74.4% |
| Participant deferral / active EE | $1,491 | $2,624-43.2% | $1,954-23.7% | $6,690-77.7% |
| Admin fee / account holder | $1,784 | $3,328-46.4% | $2,827-36.9% | $13,392-86.7% |