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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 | $84,786 | $88,754-4.5% | $81,820+3.6% | $145,877-41.9% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 13.24% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $490 | $3,085-84.1% | $2,915-83.2% | $4,663-89.5% |
| Participant deferral / active EE | $918 | $4,648-80.2% | $4,323-78.8% | $6,691-86.3% |
| Admin fee / account holder | $621 | $8,424-92.6% | $7,391-91.6% | $13,402-95.4% |