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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 | $165,414 | $96,678+71.1% | $86,640+90.9% | $139,466+18.6% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 13.84% | 106.69%-92.8pp | 592.52%-578.7pp | 373.66%-359.8pp |
| Employer contribution / active EE | $772 | $3,265-76.4% | $3,024-74.5% | $4,754-83.8% |
| Participant deferral / active EE | $1,495 | $4,837-69.1% | $4,438-66.3% | $6,712-77.7% |
| Admin fee / account holder | $2,830 | $6,410-55.9% | $5,616-49.6% | $11,409-75.2% |