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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 | $241,266 | $96,678+149.6% | $86,640+178.5% | $139,466+73.0% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 40.73% | 106.69%-66.0pp | 592.52%-551.8pp | 373.66%-332.9pp |
| Employer contribution / active EE | $540 | $3,265-83.5% | $3,024-82.1% | $4,754-88.6% |
| Participant deferral / active EE | $7,605 | $4,837+57.2% | $4,438+71.4% | $6,712+13.3% |
| Admin fee / account holder | $1,526 | $6,410-76.2% | $5,616-72.8% | $11,409-86.6% |