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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 | $70,375 | $60,305+16.7% | $81,780-13.9% | $74,400-5.4% |
| Participation rate | 42.1% | 62.9%-20.8pp | 72.4%-30.3pp | 67.2%-25.2pp |
| Annual return | 13.80% | 16.89%-3.1pp | 776.27%-762.5pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $1,277 | $2,623-51.3% | $2,914-56.2% | $2,624-51.4% |
| Participant deferral / active EE | $2,844 | $3,390-16.1% | $4,321-34.2% | $4,348-34.6% |
| Admin fee / account holder | $475 | $1,484-68.0% | $7,384-93.6% | $1,944-75.5% |