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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 | $83,382 | $84,697-1.6% | $73,845+12.9% | $125,393-33.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 1.63% | 3123.66%-3122.0pp | 2267.91%-2266.3pp | 282.23%-280.6pp |
| Employer contribution / active EE | $2,722 | $3,123-12.9% | $2,788-2.4% | $4,866-44.1% |
| Participant deferral / active EE | $2,755 | $3,993-31.0% | $3,583-23.1% | $5,351-48.5% |
| Admin fee / account holder | $5,053 | $5,692-11.2% | $4,881+3.5% | $9,541-47.0% |