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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 | $116,251 | $103,038+12.8% | $90,324+28.7% | $152,909-24.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $845 | $3,141-73.1% | $2,856-70.4% | $4,764-82.3% |
| Participant deferral / active EE | $3,955 | $4,282-7.6% | $3,885+1.8% | $5,851-32.4% |
| Admin fee / account holder | $368 | $6,177-94.0% | $5,356-93.1% | $11,601-96.8% |