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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 | $162,172 | $106,005+53.0% | $92,239+75.8% | $147,585+9.9% |
| Participation rate | 15.8% | 80.4%-64.6pp | 76.5%-60.7pp | 82.8%-67.0pp |
| Annual return | 10.62% | 50.05%-39.4pp | 176.29%-165.7pp | 578.58%-568.0pp |
| Employer contribution / active EE | $1,651 | $4,333-61.9% | $3,680-55.1% | $4,876-66.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $715 | $6,333-88.7% | $5,194-86.2% | $10,886-93.4% |