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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 | $60,504+26.0% | $81,882-6.9% | $74,478+2.4% |
| Participation rate | 49.6% | 62.9%-13.3pp | 72.4%-22.8pp | 67.2%-17.6pp |
| Annual return | 14.66% | 16.91%-2.3pp | 779.47%-764.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $1,592 | $2,627-39.4% | $2,916-45.4% | $2,626-39.4% |
| Participant deferral / active EE | $2,698 | $3,400-20.6% | $4,323-37.6% | $4,350-38.0% |
| Admin fee / account holder | $5,595 | $1,492+275.1% | $7,360-24.0% | $1,946+187.6% |