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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 | $69,774+12.8% | $67,561+16.5% | $74,429+5.7% |
| Participation rate | 44.7% | 71.4%-26.7pp | 72.9%-28.2pp | 67.2%-22.5pp |
| Annual return | 15.72% | -40.53%+56.2pp | 3525.44%-3509.7pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $654 | $2,710-75.9% | $2,735-76.1% | $2,625-75.1% |
| Participant deferral / active EE | $1,439 | $3,636-60.4% | $4,003-64.0% | $4,348-66.9% |
| Admin fee / account holder | $3,867 | $890+334.6% | $4,006-3.5% | $1,944+98.9% |