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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 | $131,610 | $110,551+19.0% | $80,741+63.0% | $167,536-21.4% |
| Participation rate | 4.8% | 64.0%-59.2pp | 54.2%-49.4pp | 82.1%-77.4pp |
| Annual return | 23.36% | 120.57%-97.2pp | 87.30%-63.9pp | 478.82%-455.5pp |
| Employer contribution / active EE | $169 | $1,543-89.1% | $1,160-85.4% | $4,839-96.5% |
| Participant deferral / active EE | $936 | $2,870-67.4% | $2,145-56.4% | $6,342-85.2% |
| Admin fee / account holder | $21,404 | $4,547+370.8% | $3,380+533.2% | $12,315+73.8% |