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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 | $15,894 | $100,938-84.3% | $90,461-82.4% | $158,982-90.0% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.7%-26.9pp | 82.0%-36.1pp |
| Annual return | 24.93% | 1727.20%-1702.3pp | 1294.76%-1269.8pp | 302.99%-278.1pp |
| Employer contribution / active EE | $557 | $3,691-84.9% | $3,264-82.9% | $4,763-88.3% |
| Participant deferral / active EE | $2,257 | $4,350-48.1% | $3,964-43.1% | $5,983-62.3% |
| Admin fee / account holder | $416 | $6,510-93.6% | $5,617-92.6% | $11,252-96.3% |