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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 | $76,259 | $60,393+26.3% | $81,820-6.8% | $74,429+2.5% |
| Participation rate | 49.6% | 62.9%-13.3pp | 72.4%-22.8pp | 67.2%-17.6pp |
| Annual return | 14.66% | 16.89%-2.2pp | 777.93%-763.3pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,592 | $2,626-39.4% | $2,915-45.4% | $2,625-39.3% |
| Participant deferral / active EE | $2,698 | $3,397-20.6% | $4,323-37.6% | $4,348-38.0% |
| Admin fee / account holder | $5,595 | $1,491+275.4% | $7,391-24.3% | $1,944+187.8% |