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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 | $16,729 | $76,608-78.2% | $56,077-70.2% | $145,877-88.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 13.58% | 3009.59%-2996.0pp | 1709.28%-1695.7pp | 551.28%-537.7pp |
| Employer contribution / active EE | $809 | $1,382-41.4% | $1,040-22.2% | $4,663-82.7% |
| Participant deferral / active EE | $1,384 | $2,624-47.3% | $1,954-29.2% | $6,691-79.3% |
| Admin fee / account holder | $325 | $3,325-90.2% | $2,825-88.5% | $13,402-97.6% |