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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 | $188,220 | $102,663+83.3% | $86,216+118.3% | $139,466+35.0% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 15.02% | 1924.52%-1909.5pp | 1169.42%-1154.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,323 | $3,035-23.4% | $2,382-2.4% | $4,754-51.1% |
| Participant deferral / active EE | $4,791 | $4,677+2.4% | $3,986+20.2% | $6,712-28.6% |
| Admin fee / account holder | $25,518 | $8,663+194.6% | $6,853+272.3% | $11,409+123.7% |