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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 | $77,968 | $57,305+36.1% | $86,640-10.0% | $75,173+3.7% |
| Participation rate | 49.5% | 63.2%-13.7pp | 71.7%-22.2pp | 67.2%-17.7pp |
| Annual return | 23.36% | 2674.24%-2650.9pp | 592.52%-569.2pp | 160.72%-137.4pp |
| Employer contribution / active EE | $890 | $2,316-61.6% | $3,024-70.6% | $2,671-66.7% |
| Participant deferral / active EE | $3,908 | $3,320+17.7% | $4,438-11.9% | $4,126-5.3% |
| Admin fee / account holder | $1,438 | $4,116-65.1% | $5,616-74.4% | $5,651-74.6% |