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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 | $153,446 | $90,691+69.2% | $76,119+101.6% | $145,884+5.2% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.1%-24.6pp | 80.3%-35.9pp |
| Annual return | 11.48% | 624.52%-613.0pp | 361.25%-349.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,412 | $3,329-57.6% | $2,693-47.5% | $4,662-69.7% |
| Participant deferral / active EE | $6,690 | $5,167+29.5% | $4,259+57.1% | $6,6900% |
| Admin fee / account holder | $338 | $8,383-96.0% | $6,421-94.7% | $13,392-97.5% |