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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 | $71,070 | $81,763-13.1% | $58,561+21.4% | $139,466-49.0% |
| Participation rate | 14.3% | 61.3%-47.1pp | 50.9%-36.6pp | 80.3%-66.0pp |
| Annual return | 36.33% | 7427.77%-7391.4pp | 4251.33%-4215.0pp | 373.66%-337.3pp |
| Employer contribution / active EE | $200 | $1,398-85.7% | $1,053-81.0% | $4,754-95.8% |
| Participant deferral / active EE | $1,159 | $2,555-54.6% | $1,923-39.7% | $6,712-82.7% |
| Admin fee / account holder | $573 | $3,273-82.5% | $2,520-77.3% | $11,409-95.0% |