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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 | $26,601 | $76,522-65.2% | $56,033-52.5% | $145,884-81.8% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 10.04% | 3014.28%-3004.2pp | 1711.38%-1701.3pp | 551.85%-541.8pp |
| Employer contribution / active EE | $390 | $1,382-71.8% | $1,041-62.5% | $4,662-91.6% |
| Participant deferral / active EE | $1,395 | $2,624-46.8% | $1,954-28.6% | $6,690-79.1% |
| Admin fee / account holder | $595 | $3,328-82.1% | $2,827-79.0% | $13,392-95.6% |