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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 | $25,355 | $76,608-66.9% | $56,077-54.8% | $145,877-82.6% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 15.67% | 3009.59%-2993.9pp | 1709.28%-1693.6pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,288 | $1,382-6.8% | $1,040+23.8% | $4,663-72.4% |
| Participant deferral / active EE | $3,901 | $2,624+48.6% | $1,954+99.6% | $6,691-41.7% |
| Admin fee / account holder | $413 | $3,325-87.6% | $2,825-85.4% | $13,402-96.9% |