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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 | $76,519-66.9% | $56,025-54.7% | $145,897-82.6% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 15.67% | 3017.03%-3001.4pp | 1712.69%-1697.0pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,288 | $1,383-6.9% | $1,042+23.6% | $4,663-72.4% |
| Participant deferral / active EE | $3,901 | $2,624+48.6% | $1,955+99.6% | $6,689-41.7% |
| Admin fee / account holder | $413 | $3,331-87.6% | $2,828-85.4% | $13,390-96.9% |