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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 | $213,349 | $102,663+107.8% | $86,216+147.5% | $139,466+53.0% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.0%-54.7pp | 80.3%-66.0pp |
| Annual return | 9.01% | 1924.52%-1915.5pp | 1169.42%-1160.4pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,107 | $3,035-63.5% | $2,382-53.5% | $4,754-76.7% |
| Participant deferral / active EE | $3,857 | $4,677-17.5% | $3,986-3.2% | $6,712-42.5% |
| Admin fee / account holder | $395 | $8,663-95.4% | $6,853-94.2% | $11,409-96.5% |