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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 | $49,010 | $76,634-36.0% | $56,054-12.6% | $145,978-66.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 8.91% | 3004.33%-2995.4pp | 1705.95%-1697.0pp | 550.52%-541.6pp |
| Employer contribution / active EE | $764 | $1,380-44.7% | $1,039-26.5% | $4,662-83.6% |
| Participant deferral / active EE | $6,327 | $2,622+141.3% | $1,952+224.1% | $6,690-5.4% |
| Admin fee / account holder | $1,225 | $3,321-63.1% | $2,822-56.6% | $13,400-90.9% |