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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 | $21,905 | $76,608-71.4% | $56,077-60.9% | $145,877-85.0% |
| Participation rate | 59.1% | 63.2%-4.2pp | 52.5%+6.6pp | 80.3%-21.2pp |
| Annual return | 8.60% | 3009.59%-3001.0pp | 1709.28%-1700.7pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,206 | $1,382-12.7% | $1,040+15.9% | $4,663-74.1% |
| Participant deferral / active EE | $2,569 | $2,624-2.1% | $1,954+31.5% | $6,691-61.6% |
| Admin fee / account holder | $4,905 | $3,325+47.5% | $2,825+73.6% | $13,402-63.4% |