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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 | $11,166 | $34,316-67.5% | $74,723-85.1% | $72,976-84.7% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 41.88% | 26.58%+15.3pp | 753.18%-711.3pp | 81.02%-39.1pp |
| Employer contribution / active EE | $809 | $692+17.0% | $1,084-25.3% | $2,440-66.8% |
| Participant deferral / active EE | $1,838 | $1,272+44.5% | $1,962-6.3% | $3,608-49.1% |
| Admin fee / account holder | $317 | $2,125-85.1% | $3,335-90.5% | $5,124-93.8% |