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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 | $71,629 | $84,697-15.4% | $73,845-3.0% | $125,393-42.9% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | 3.43% | 3123.66%-3120.2pp | 2267.91%-2264.5pp | 282.23%-278.8pp |
| Employer contribution / active EE | $988 | $3,123-68.4% | $2,788-64.6% | $4,866-79.7% |
| Participant deferral / active EE | $4,153 | $3,993+4.0% | $3,583+15.9% | $5,351-22.4% |
| Admin fee / account holder | $40,998 | $5,692+620.3% | $4,881+740.0% | $9,541+329.7% |