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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 | $78,924 | $76,522+3.1% | $56,033+40.9% | $145,884-45.9% |
| Participation rate | 13.6% | 63.2%-49.6pp | 52.5%-38.9pp | 80.3%-66.7pp |
| Annual return | 13.14% | 3014.28%-3001.1pp | 1711.38%-1698.2pp | 551.85%-538.7pp |
| Employer contribution / active EE | $414 | $1,382-70.0% | $1,041-60.2% | $4,662-91.1% |
| Participant deferral / active EE | $1,324 | $2,624-49.5% | $1,954-32.2% | $6,690-80.2% |
| Admin fee / account holder | $4,080 | $3,328+22.6% | $2,827+44.3% | $13,392-69.5% |