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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 | $104,019 | $49,199+111.4% | $121,204-14.2% | $75,173+38.4% |
| Participation rate | 37.3% | 55.4%-18.2pp | 69.5%-32.3pp | 67.2%-29.9pp |
| Annual return | 18.04% | 56.04%-38.0pp | 987.18%-969.1pp | 160.72%-142.7pp |
| Employer contribution / active EE | $796 | $1,547-48.6% | $4,170-80.9% | $2,671-70.2% |
| Participant deferral / active EE | $2,653 | $2,630+0.9% | $4,083-35.0% | $4,126-35.7% |
| Admin fee / account holder | $1,768 | $3,946-55.2% | $5,651-68.7% | $5,651-68.7% |