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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 | $75,110 | $76,519-1.8% | $56,025+34.1% | $145,897-48.5% |
| Participation rate | 41.2% | 63.2%-22.1pp | 52.5%-11.3pp | 80.3%-39.1pp |
| Annual return | 18.21% | 3017.03%-2998.8pp | 1712.69%-1694.5pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,483 | $1,383+79.5% | $1,042+138.4% | $4,663-46.7% |
| Participant deferral / active EE | $3,002 | $2,624+14.4% | $1,955+53.6% | $6,689-55.1% |
| Admin fee / account holder | $762 | $3,331-77.1% | $2,828-73.1% | $13,390-94.3% |