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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 | $99,282 | $73,518+35.0% | $63,005+57.6% | $147,585-32.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 14.54% | 175.46%-160.9pp | 87.59%-73.1pp | 578.58%-564.0pp |
| Employer contribution / active EE | $821 | $3,322-75.3% | $2,760-70.3% | $4,876-83.2% |
| Participant deferral / active EE | $3,069 | $4,183-26.6% | $3,329-7.8% | $5,439-43.6% |
| Admin fee / account holder | $4,685 | $5,952-21.3% | $3,599+30.1% | $10,886-57.0% |