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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 | $84,398 | $95,917-12.0% | $79,583+6.0% | $134,545-37.3% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | 2838.94% | -2.70%+2841.6pp | 0.16%+2838.8pp | 418.37%+2420.6pp |
| Employer contribution / active EE | $759 | $3,129-75.7% | $2,414-68.6% | $4,742-84.0% |
| Participant deferral / active EE | $3,215 | $4,694-31.5% | $3,986-19.3% | $6,401-49.8% |
| Admin fee / account holder | $453 | $9,132-95.0% | $6,835-93.4% | $11,431-96.0% |