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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 | $92,047 | $39,245+134.5% | $64,105+43.6% | $52,331+75.9% |
| Participation rate | 33.9% | 58.2%-24.3pp | 68.2%-34.3pp | 68.1%-34.2pp |
| Annual return | 170.86% | 14.79%+156.1pp | 791.24%-620.4pp | 4.54%+166.3pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $998 | $1,992-49.9% | $2,822-64.6% | $3,022-67.0% |
| Admin fee / account holder | $1,651 | $592+178.6% | $4,499-63.3% | $592+179.0% |