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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 | $130,167 | $115,810+12.4% | $101,271+28.5% | $158,966-18.1% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 4147.30% | 56.15%+4091.1pp | 46.48%+4100.8pp | 302.95%+3844.4pp |
| Employer contribution / active EE | $845 | $4,175-79.8% | $3,660-76.9% | $4,762-82.3% |
| Participant deferral / active EE | $2,738 | $4,958-44.8% | $4,371-37.4% | $5,983-54.2% |
| Admin fee / account holder | $677 | $7,248-90.7% | $5,948-88.6% | $11,250-94.0% |