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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 | $71,197 | $96,678-26.4% | $86,640-17.8% | $139,466-49.0% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 245.41% | 106.69%+138.7pp | 592.52%-347.1pp | 373.66%-128.3pp |
| Employer contribution / active EE | $594 | $3,265-81.8% | $3,024-80.4% | $4,754-87.5% |
| Participant deferral / active EE | $1,800 | $4,837-62.8% | $4,438-59.4% | $6,712-73.2% |
| Admin fee / account holder | $3,675 | $6,410-42.7% | $5,616-34.6% | $11,409-67.8% |