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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 | $186,995 | $88,754+110.7% | $81,820+128.5% | $145,877+28.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 10.81% | 1031.77%-1021.0pp | 777.93%-767.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $775 | $3,085-74.9% | $2,915-73.4% | $4,663-83.4% |
| Participant deferral / active EE | $1,529 | $4,648-67.1% | $4,323-64.6% | $6,691-77.1% |
| Admin fee / account holder | $1,568 | $8,424-81.4% | $7,391-78.8% | $13,402-88.3% |