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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 | $105,677 | $84,628+24.9% | $61,501+71.8% | $134,545-21.5% |
| Participation rate | 13.6% | 62.2%-48.6pp | 52.6%-38.9pp | 81.2%-67.6pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $233 | $1,545-84.9% | $1,160-79.9% | $4,742-95.1% |
| Participant deferral / active EE | $1,039 | $2,819-63.1% | $2,125-51.1% | $6,401-83.8% |
| Admin fee / account holder | $424 | $2,587-83.6% | $2,132-80.1% | $11,431-96.3% |