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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 | $103,314 | $108,695-5.0% | $74,722+38.3% | $152,897-32.4% |
| Participation rate | 21.4% | 65.4%-43.9pp | 54.5%-33.0pp | 82.5%-61.0pp |
| Annual return | 22.07% | 114.11%-92.0pp | 753.11%-731.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $388 | $1,504-74.2% | $1,084-64.2% | $4,764-91.8% |
| Participant deferral / active EE | $453 | $2,712-83.3% | $1,963-77.0% | $5,851-92.3% |
| Admin fee / account holder | $2,314 | $4,906-52.8% | $3,335-30.6% | $11,599-80.1% |