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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 | $58,656 | $76,519-23.3% | $56,025+4.7% | $145,897-59.8% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 15.39% | 3017.03%-3001.6pp | 1712.69%-1697.3pp | 552.29%-536.9pp |
| Employer contribution / active EE | $388 | $1,383-71.9% | $1,042-62.7% | $4,663-91.7% |
| Participant deferral / active EE | $2,706 | $2,624+3.1% | $1,955+38.4% | $6,689-59.5% |
| Admin fee / account holder | $395 | $3,331-88.1% | $2,828-86.0% | $13,390-97.1% |