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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 | $171,074 | $111,785+53.0% | $93,669+82.6% | $145,877+17.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 9.39% | 203.79%-194.4pp | 133.59%-124.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,573 | $3,096-16.9% | $2,424+6.2% | $4,663-44.8% |
| Participant deferral / active EE | $6,250 | $4,919+27.1% | $4,416+41.5% | $6,691-6.6% |
| Admin fee / account holder | $2,750 | $10,256-73.2% | $8,291-66.8% | $13,402-79.5% |