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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 | $156,180 | $76,519+104.1% | $56,025+178.8% | $145,897+7.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 10.53% | 3017.03%-3006.5pp | 1712.69%-1702.2pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,213 | $1,383-12.3% | $1,042+16.4% | $4,663-74.0% |
| Participant deferral / active EE | $7,321 | $2,624+179.0% | $1,955+274.6% | $6,689+9.4% |
| Admin fee / account holder | $4,814 | $3,331+44.5% | $2,828+70.2% | $13,390-64.0% |