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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 | $80,942 | $96,123-15.8% | $77,361+4.6% | $198,609-59.2% |
| Participation rate | 47.6% | 81.1%-33.5pp | 75.0%-27.4pp | 82.4%-34.8pp |
| Annual return | 15.92% | 2054.81%-2038.9pp | 1011.54%-995.6pp | 202.70%-186.8pp |
| Employer contribution / active EE | $968 | $3,791-74.5% | $2,990-67.6% | $5,055-80.8% |
| Participant deferral / active EE | $4,065 | $4,975-18.3% | $3,911+3.9% | $6,977-41.7% |
| Admin fee / account holder | $2,337 | $9,471-75.3% | $5,894-60.4% | $19,030-87.7% |