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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 | $155,284 | $81,763+89.9% | $58,561+165.2% | $139,466+11.3% |
| Participation rate | 23.1% | 61.3%-38.3pp | 50.9%-27.8pp | 80.3%-57.3pp |
| Annual return | 16.55% | 7427.77%-7411.2pp | 4251.33%-4234.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $353 | $1,398-74.8% | $1,053-66.5% | $4,754-92.6% |
| Participant deferral / active EE | $353 | $2,555-86.2% | $1,923-81.7% | $6,712-94.7% |
| Admin fee / account holder | $964 | $3,273-70.6% | $2,520-61.8% | $11,409-91.6% |