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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 | $106,137 | $76,522+38.7% | $56,033+89.4% | $145,884-27.2% |
| Participation rate | 35.7% | 63.2%-27.5pp | 52.5%-16.8pp | 80.3%-44.6pp |
| Annual return | 16.90% | 3014.28%-2997.4pp | 1711.38%-1694.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $224 | $1,382-83.8% | $1,041-78.5% | $4,662-95.2% |
| Participant deferral / active EE | $289 | $2,624-89.0% | $1,954-85.2% | $6,690-95.7% |
| Admin fee / account holder | $1,999 | $3,328-40.0% | $2,827-29.3% | $13,392-85.1% |