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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 | $177,259 | $65,434+170.9% | $98,483+80.0% | $85,847+106.5% |
| Participation rate | 12.1% | 65.0%-52.9pp | 73.3%-61.3pp | 69.3%-57.3pp |
| Annual return | 21.02% | 21.75%-0.7pp | 1494.38%-1473.4pp | 318.61%-297.6pp |
| Employer contribution / active EE | $601 | $2,169-72.3% | $2,961-79.7% | $2,565-76.6% |
| Participant deferral / active EE | $1,300 | $3,168-59.0% | $4,276-69.6% | $3,952-67.1% |
| Admin fee / account holder | $4,183 | $4,595-9.0% | $5,953-29.7% | $6,261-33.2% |