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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 | $116,081 | $57,305+102.6% | $86,640+34.0% | $75,173+54.4% |
| Participation rate | 24.0% | 63.2%-39.2pp | 71.7%-47.7pp | 67.2%-43.2pp |
| Annual return | 14.60% | 2674.24%-2659.6pp | 592.52%-577.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $497 | $2,316-78.6% | $3,024-83.6% | $2,671-81.4% |
| Participant deferral / active EE | $995 | $3,320-70.0% | $4,438-77.6% | $4,126-75.9% |
| Admin fee / account holder | $12,065 | $4,116+193.1% | $5,616+114.8% | $5,651+113.5% |