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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 | $90,680 | $60,305+50.4% | $81,780+10.9% | $74,400+21.9% |
| Participation rate | 50.0% | 62.9%-12.9pp | 72.4%-22.4pp | 67.2%-17.2pp |
| Annual return | 14.07% | 16.89%-2.8pp | 776.27%-762.2pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $2,233 | $2,623-14.9% | $2,914-23.4% | $2,624-14.9% |
| Participant deferral / active EE | $2,413 | $3,390-28.8% | $4,321-44.2% | $4,348-44.5% |
| Admin fee / account holder | $11,716 | $1,484+689.4% | $7,384+58.7% | $1,944+502.8% |