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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 | $76,608+103.9% | $56,077+178.5% | $145,877+7.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 10.53% | 3009.59%-2999.1pp | 1709.28%-1698.7pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,213 | $1,382-12.2% | $1,040+16.6% | $4,663-74.0% |
| Participant deferral / active EE | $7,321 | $2,624+179.0% | $1,954+274.7% | $6,691+9.4% |
| Admin fee / account holder | $4,814 | $3,325+44.8% | $2,825+70.4% | $13,402-64.1% |