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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 | $173,031 | $111,785+54.8% | $93,669+84.7% | $145,877+18.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 16.67% | 203.79%-187.1pp | 133.59%-116.9pp | 551.28%-534.6pp |
| Employer contribution / active EE | $652 | $3,096-78.9% | $2,424-73.1% | $4,663-86.0% |
| Participant deferral / active EE | $4,311 | $4,919-12.4% | $4,416-2.4% | $6,691-35.6% |
| Admin fee / account holder | $529 | $10,256-94.8% | $8,291-93.6% | $13,402-96.1% |