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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 | $40,221 | $76,519-47.4% | $56,025-28.2% | $145,897-72.4% |
| Participation rate | 5.9% | 63.2%-57.4pp | 52.5%-46.6pp | 80.3%-74.4pp |
| Annual return | 13.97% | 3017.03%-3003.1pp | 1712.69%-1698.7pp | 552.29%-538.3pp |
| Employer contribution / active EE | $148 | $1,383-89.3% | $1,042-85.7% | $4,663-96.8% |
| Participant deferral / active EE | $327 | $2,624-87.5% | $1,955-83.3% | $6,689-95.1% |
| Admin fee / account holder | $22,388 | $3,331+572.2% | $2,828+691.6% | $13,390+67.2% |