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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 | $76,608-2.0% | $56,077+33.9% | $145,877-48.5% |
| Participation rate | 41.2% | 63.2%-22.1pp | 52.5%-11.3pp | 80.3%-39.1pp |
| Annual return | 18.21% | 3009.59%-2991.4pp | 1709.28%-1691.1pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,483 | $1,382+79.7% | $1,040+138.7% | $4,663-46.7% |
| Participant deferral / active EE | $3,002 | $2,624+14.4% | $1,954+53.6% | $6,691-55.1% |
| Admin fee / account holder | $762 | $3,325-77.1% | $2,825-73.0% | $13,402-94.3% |