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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 | $150,881 | $104,520+44.4% | $76,823+96.4% | $152,885-1.3% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 10.44% | 1014.03%-1003.6pp | 1166.42%-1156.0pp | 345.39%-334.9pp |
| Employer contribution / active EE | $487 | $3,117-84.4% | $2,302-78.9% | $4,763-89.8% |
| Participant deferral / active EE | $7,500 | $4,236+77.1% | $3,336+124.8% | $5,851+28.2% |
| Admin fee / account holder | $383 | $12,283-96.9% | $6,422-94.0% | $11,598-96.7% |