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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 | $44,172 | $76,519-42.3% | $56,025-21.2% | $145,897-69.7% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.1pp | 80.3%-35.9pp |
| Annual return | 11.00% | 3017.03%-3006.0pp | 1712.69%-1701.7pp | 552.29%-541.3pp |
| Employer contribution / active EE | $802 | $1,383-42.0% | $1,042-23.0% | $4,663-82.8% |
| Participant deferral / active EE | $3,079 | $2,624+17.3% | $1,955+57.5% | $6,689-54.0% |
| Admin fee / account holder | $1,085 | $3,331-67.4% | $2,828-61.6% | $13,390-91.9% |