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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 | $85,764 | $44,850+91.2% | $60,547+41.6% | $59,633+43.8% |
| Participation rate | 67.8% | 59.5%+8.3pp | 68.0%-0.2pp | 68.7%-0.9pp |
| Annual return | 39.03% | 1074.14%-1035.1pp | 335.64%-296.6pp | 2041.45%-2002.4pp |
| Employer contribution / active EE | $962 | $1,462-34.2% | $2,419-60.2% | $2,203-56.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $655 | $3,635-82.0% | $4,536-85.6% | $4,297-84.8% |