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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 | $107,525 | $69,774+54.1% | $67,561+59.2% | $74,429+44.5% |
| Participation rate | 46.0% | 71.4%-25.4pp | 72.9%-26.9pp | 67.2%-21.2pp |
| Annual return | 14.44% | -40.53%+55.0pp | 3525.44%-3511.0pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,257 | $2,710-53.6% | $2,735-54.0% | $2,625-52.1% |
| Participant deferral / active EE | $2,854 | $3,636-21.5% | $4,003-28.7% | $4,348-34.4% |
| Admin fee / account holder | $731 | $890-17.8% | $4,006-81.7% | $1,944-62.4% |