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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 | $103,507 | $70,121+47.6% | $63,803+62.2% | $138,895-25.5% |
| Participation rate | 12.5% | 77.2%-64.7pp | 72.7%-60.2pp | 79.9%-67.4pp |
| Annual return | 18.65% | 946.48%-927.8pp | 543.72%-525.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $350 | $2,882-87.9% | $2,532-86.2% | $4,194-91.7% |
| Participant deferral / active EE | $2,650 | $4,535-41.6% | $3,843-31.0% | $6,396-58.6% |
| Admin fee / account holder | $461 | $6,738-93.2% | $5,196-91.1% | $12,562-96.3% |