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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 | $183,776 | $96,691+90.1% | $86,656+112.1% | $139,487+31.8% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 13.19% | 106.87%-93.7pp | 593.09%-579.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $1,378 | $3,267-57.8% | $3,025-54.4% | $4,755-71.0% |
| Participant deferral / active EE | $4,422 | $4,838-8.6% | $4,439-0.4% | $6,713-34.1% |
| Admin fee / account holder | $761 | $6,414-88.1% | $5,619-86.5% | $11,407-93.3% |