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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 | $78,698 | $69,708+12.9% | $67,560+16.5% | $74,478+5.7% |
| Participation rate | 44.7% | 71.4%-26.7pp | 72.9%-28.3pp | 67.2%-22.5pp |
| Annual return | 15.72% | -40.67%+56.4pp | 3533.50%-3517.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $654 | $2,715-75.9% | $2,737-76.1% | $2,626-75.1% |
| Participant deferral / active EE | $1,439 | $3,637-60.4% | $4,004-64.1% | $4,350-66.9% |
| Admin fee / account holder | $3,867 | $887+335.9% | $3,994-3.2% | $1,946+98.7% |