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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 | $151,044 | $103,000+46.6% | $90,300+67.3% | $152,885-1.2% |
| Participation rate | 15.4% | 75.9%-60.5pp | 73.3%-57.9pp | 82.5%-67.1pp |
| Annual return | 37.69% | 95.19%-57.5pp | 78.11%-40.4pp | 345.39%-307.7pp |
| Employer contribution / active EE | $504 | $3,138-84.0% | $2,854-82.4% | $4,763-89.4% |
| Participant deferral / active EE | $3,385 | $4,281-20.9% | $3,884-12.9% | $5,851-42.2% |
| Admin fee / account holder | $750 | $6,173-87.9% | $5,353-86.0% | $11,598-93.5% |